Yes, but only under specific conditions.
- A Company Admin can delete a client profile only if it was recently created and has no associated records.
However, a client cannot be deleted if any related records exist, such as
- Shifts
- Incidents
- Invoices
- Other linked records
If associated records exist, RotaWiz will display an error message, for example
- “A shift already exists for this client.”
- “An incident already exists for this client.”
Recommended Option
Instead of deleting the client, use the Archive option.
Archiving removes the client from the Active list while preserving all historical records, including shifts, invoices, incidents, and other related information.
Archived client profiles can be accessed at any time from the Archived tab.