Video walkthrough: configuring automatic deletion for inactive client records in Salon Manager.
Quick answer
Enable automatic deletion in Client Settings
Open the client screen, select the settings cog, turn on Automatically delete inactive client data, enter the number of inactive years, then select Save Settings.
Before you start
Check these details first
Access to Salon Manager
Permission to open Client Settings
A decision on the required inactivity period
Awareness that inactive client data will be deleted automatically
Step-by-step instructions
How to configure automatic client deletion
Follow these steps carefully because the setting automatically removes inactive client data.
Useful tips
Review the retention period carefully
Choose the inactivity period carefully before saving.
Make sure the slider is enabled as well as entering the number of years.
Review the salon’s data-retention process before enabling automatic deletion.
Only enable the setting when inactive records should be deleted automatically.
Troubleshooting
Common issues and what to check
Frequently asked questions
Automatic deletion questions
Can Salon Manager automatically delete inactive clients?
Yes. Enable Automatically delete inactive client data from the client settings screen.
Where is the automatic deletion setting?
It is the first option at the top of the settings menu opened from the client screen.
Can I choose when inactive clients are deleted?
Yes. Set the number of years of inactivity required before deletion.
Do I need to save the setting?
Yes. After enabling the slider and setting the number of years, select Save Settings.
Offline reference
Download this guide as a PDF
Keep a printable copy for administrators or use it during staff training.
Last reviewed: 18 June 2026.
