Remove a professional
Go to administration.
Select the “professionals” tab.
Click on “Delete” at the right of his name.
When deleting a professional, the software will ask you what you want to do with the clients associated with this employee:
Archive:
This action will delete the professional and remove it from the clients' account.
Clients will remain with the company.
Other active participants will also be able to continue to see them in their accounts.
Transfer:
All the professional's clients will be transferred to the new professional that you will choose.
See all customers of the company
To find all the company's clients, including those not assigned to a professional, click here.
Reactivate a professional account
In certain circumstances, you can request the reactivation of a professional account after deleting it by contacting a Hexpert.
The professional will then recover all the information they had in their account (notes, programs, etc.).