You can delete customer profiles you no longer need. This removes their profile but preserves call history.
Steps to delete a customer profile
Go to Customers in the menu
Click on the customer's profile
Scroll to the bottom of the page
Find the Danger Zone section
Click Delete Customer
Confirm the deletion
What gets deleted
Customer profile and name
Location information
Critical facts you added
Link between customer and their calls
What's preserved
Call records remain - You can still see the calls in your call history
Call transcripts - Full conversation records are kept
Booking history - Any bookings are preserved
When to delete a profile:
Customer asked to be removed (data privacy request)
Duplicate profile created by mistake
Test profiles you no longer need
Inactive customers you want to clean up
Warning: Deletion is permanent. If the customer calls again, a new profile will be created.