# Delete a client

> Remove a client from normal Clients lists with typed DELETE confirmation. Delete one client from the record page or several from the Clients list.

URL: https://www.agencytitan.com/help/clients/delete-a-client/

**Delete a client** to remove that account from your normal **Clients** lists. The product labels this action **Delete** (not Archive). If you searched for **archive client**, that wording points to the same outcome here: the client no longer appears in day-to-day client lists.

This is a high-risk action that **cannot be undone in the app**. There is **no in-app restore**. Related tasks are **not** removed automatically.

## Who this is for

Agency team members who need to remove client records from the active roster. Requires the **Delete Clients** permission. Without it, **Delete** does not appear in **More actions** or bulk **Actions**.

## Before you begin

- The client record already exists. See [Create a client](/help/clients/create-a-client/) if you need to add one instead.
- You can open the client from **Clients** ([/clients](https://app.agencytitan.com/clients)). See [Find and organize clients](/help/clients/find-and-organize-clients/) for search and filters.
- Understand what stays behind: tasks linked to the client are **not** automatically deleted. See [What is not deleted](#what-is-not-deleted) before you confirm.
- You cannot bring a deleted client back through the app. Do not treat delete as something you can undo later from **Clients**.
- Only proceed when you are certain the client should leave active lists. Do not run these steps against production accounts for practice.

## Delete one client

From a client record:

1. Open **Clients** and select a client name to open its record.
2. In the page header, open **More actions** (⋯).
3. Select **Delete**.

   ![Client record header More actions menu open with Delete shown in red at the bottom of the menu](/docs/screenshots/clients-delete-v2/clients-detail-more-actions-delete.png)

4. The **Delete Client** modal opens. Review the copy carefully:
   - **Are you sure you want to delete** followed by the client name?
   - Amber **Note:** **Tasks associated with this client will not be automatically deleted.**
   - Red instruction: **Type DELETE to confirm this action.**

   ![Delete Client modal with amber tasks note, empty Type DELETE confirmation field, Cancel button, and disabled Delete Client button](/docs/screenshots/clients-delete-v2/clients-delete-confirm-modal-empty.png)

:::danger[Do not confirm unless you mean it]
Typed confirmation is required because delete removes the client from active lists with no in-app undo. Cancel if you opened the modal by mistake.
:::

5. In **Type `DELETE` to confirm**, type the exact word **DELETE** (all caps). The placeholder reads **Type DELETE to confirm**. The field must stay empty until you deliberately type the word.
6. When **DELETE** matches exactly, **Delete Client** enables. Select **Delete Client** to confirm.

Close the modal with **Cancel**, the **X** control, or **Escape** to abort. No delete runs and the client stays in active lists.

## Bulk delete clients

To remove several clients from the list at once:

1. Open **Clients** ([/clients](https://app.agencytitan.com/clients)).
2. Select the checkbox on each client row you want to remove.
3. When one or more rows are selected, the toolbar shows **N selected** and an **Actions** menu.
4. Open **Actions** and select **Delete**.

   ![Clients list toolbar showing 2 selected count, Actions menu open, and Delete shown in red at the bottom](/docs/screenshots/clients-delete-v2/clients-bulk-actions-delete-menu.png)

5. The **Delete Clients** modal opens. Review the copy:
   - **Are you sure you want to delete** followed by the count (for example **2 clients**)?
   - Amber **Note:** **Tasks associated with these clients will NOT be automatically deleted.**
   - Red instruction: **Type DELETE to confirm this action.**

   ![Delete Clients modal for two clients with amber tasks note, empty confirmation field, Cancel button, and disabled Delete Clients button](/docs/screenshots/clients-delete-v2/clients-bulk-delete-confirm-modal-empty.png)

:::danger[Bulk delete is all-or-nothing]
If your access is limited to assigned clients, bulk delete fails when **any** selected client is outside the clients you can manage. None of the selected clients are deleted.
:::

6. In **Type `DELETE` to confirm**, type **DELETE** exactly.
7. When the word matches, **Delete Clients** enables. Select **Delete Clients** to confirm.

Cancel with **Cancel**, **X**, or **Escape** to close without deleting.

## What happens

When delete succeeds:

- The client no longer appears in normal **Clients** lists or everyday client navigation.
- You cannot restore the client from inside the app.
- Related work such as tasks is not removed automatically. See [What is not deleted](#what-is-not-deleted).

## What is not deleted

Deleting a client does **not** automatically delete:

- **Tasks** associated with the client (the confirmation modal states this explicitly)
- Notes, files, tickets, tasks, portal users, billing history, or other linked records

Review linked work before you confirm. Update or reassign tasks separately if needed.

## Expected result

**Single client (from the client record):**

- The client disappears from normal **Clients** lists.
- You return to **Clients** ([/clients](https://app.agencytitan.com/clients)).

**Bulk delete (from the Clients list):**

- The selected clients disappear from the list after it refreshes.
- Clients you did not select remain.

**If delete does not complete:**

- The clients stay in the list.
- An error message explains why the action failed (for example, you do not have access to one of the selected clients).

## Cancel behavior

At any point before you select the enabled **Delete Client** or **Delete Clients** button:

- **Cancel**, **X**, or **Escape** closes the modal
- Nothing is deleted and the client remains in active lists

**Delete Client** / **Delete Clients** stays disabled until **DELETE** is typed exactly. Partial or lowercase text does not enable the button.

## Assigned clients and bulk delete

If your access is limited to assigned clients:

- **Single delete:** you can delete only clients assigned to you. Attempts on other clients fail.
- **Bulk delete:** if **any** selected client is outside the clients you can manage, the whole bulk delete fails and **no** selected clients are deleted.

Deselect clients outside your access, or ask a workspace owner with broader access to perform the delete.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Delete** is missing from **More actions** | You lack **Delete Clients** | Ask a workspace owner to grant **Delete Clients** |
| **Delete** is missing from bulk **Actions** | Missing **Delete Clients** or no rows selected | Confirm permission; select at least one client row |
| **Delete Client** / **Delete Clients** stays disabled | Confirmation text is not exact **DELETE** | Type **DELETE** in all caps with no extra spaces |
| Delete fails for one client | Client is outside the clients you can manage, or it is already gone from your list | Confirm you are assigned to the client and it still appears in your list |
| Bulk delete fails for a mixed selection | One or more selected clients are outside your access | Remove those clients from the selection and try again, or delete one client at a time |
| Client gone but tasks remain | Expected; tasks are not auto-deleted | Manage tasks separately on the **Tasks** views |
| Need the client back in active lists | No in-app restore | Deletion **cannot be undone in the app**; ask a workspace owner about your agency's data policies |

## Related articles

- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [Update a client](https://www.agencytitan.com/help/clients/update-a-client/): Edit client details on the Info Sheet and Client Settings, change status and priority from the list, update branding and slug, and reassign the Client Profile template.
- [Find and organize clients](https://www.agencytitan.com/help/clients/find-and-organize-clients/): Search and filter clients on the Clients list, customize columns, sort results, pin important accounts, and switch list layouts.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.