Remove or Delete Clients

Remove clients from your firm workspace, or delete them permanently.

Remove a client

There are two ways to remove a client, depending on whether the client should retain access to their Kick workspace.

Delete client

Deleting a client permanently removes the workspace and all associated data from Kick.

  1. Go to the Clients tab and find the client.

  2. Click the options menu (⋯) on that row.

  3. Select Delete client.

Remove firm access

If the client will continue using Kick independently, remove your firm's access instead of deleting the workspace.

  1. Go to the Clients tab and find the client.

  2. Click the options menu (⋯) on that row.

  3. Select Remove client.

If your firm still owns billing, you'll be prompted to transfer billing ownership first.

Transfer Client Billing

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