How to remove a client by leaving a room
Remove a client from Kiip
In Kiip, we call removing a client leaving a room. When you leave a room, the client no longer appears on your list of clients.
Step 1
Enter the client’s room under ‘My Clients’.
Step 2
Click on ‘Leave’ in the room header to remove the person from your client list.
Rejoin room
When you’re the last staff member to leave a room, the client becomes unassigned. You can find unassigned clients on the ‘All Clients’ tab and ‘Unassigned’ filter. Enter the room to assign yourself to the client if they require services again. All of the documents saved in the room will be there when you rejoin it.
Permanently delete a client
To permanently delete a client from Kiip, follow these steps:
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Send a support request with the client's first and last name to helpdesk+kiip@findhelp.com.
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Include the client's email if you provided it.
Note: If the client signed up using the email you invited them with, they will need to request account deletion themselves at helpdesk+kiip@findhelp.com.