If an account is not eligible to be deleted because of past transaction history and they request their account be deleted or disabled, there are a few steps to consider. You will need to cancel/delete future bookings, cancel any package subscriptions, clear unneeded contact info, disable communication settings, disable online login, and deactivate all animals to prevent bookings. 

Reference:  This process requires the Group Permission "Can Edit Client/Animal Information."

To disable an account:

1. Navigate to the Owner Profile » Reservations tab. Cancel or delete all future bookings.
   
   
2. From the Owner Profile » Details tab, cancel any recurring package subscriptions.
   
   
3. Navigate to the edit page of the Owner Profile by clicking the pencil icon on the owner account, in the search bar, or from anywhere else that allows for owner editing.
   
   
4. Scroll through the form and remove and replace information as needed. If the field is required then you may need to enter fake placeholder information.
   
   
5. You might consider clearing fields such as emails, phone numbers, addresses, emergency contact information, card-on-file tokens, and other identifying information.
   
   
6. Select "Yes" for all opt-out toggles related to communication preferences.
   
   
7. Select "No" on the Allow Online Login toggle.
   
   
8. Scroll back to the top and navigate to edit their animal's profile.
   
   
9. Scroll to the Deactivated toggle and select "Yes". You will be prompted to enter a deactivation reason (more reasons can be added from Admin » Deactivation Reasons).
   
   
10. Save at the bottom of the page. The account will no longer be searchable in the main search bar nor when creating reservations. It can be recovered from the View All Owners table if needed.

Here is a recording of what this process looks like:

Related Resources

• Manage Owner Accounts Topic Outline
• Create Owner Profile How-To
• Delete an Owner Account How-To
• Find an Owner or Animal ID Number How-To
• Download Customer Contact Information (vCards) How-To
• Email Already in Use Error Troubleshooting
• Barcode Already in Use Error Troubleshooting
• Migrate Animal Icons to Owner Icons How-To