Handling a Customer's Data Deletion Request

Where to Find This: Services → Customers → All Customers, then open a customer's contact

If a customer asks you to delete their personal data, you can action their request from their contact record. This is an administrator-only task.

Opening the Deletion Tool

1. 1

   Open the customer's contact

   Go to Services → Customers → All Customers and click the customer you need. Their contact details open in a window.

2. 2

   Click Delete

   At the bottom of the window, click the red Delete button (hover it and you'll see its tooltip, Delete customer data (GDPR)).

What Gets Removed

The tool explains what happens before you confirm. It erases the customer's personal data — their account link, saved profiles, contact details, waitlist places and sign-in. Their booking and payment history stays for your records with their identity removed, and any active subscriptions they hold are cancelled.

One thing that confirmation window doesn't spell out: Bizzly also cancels any bookings they hold that haven't happened yet, as part of the same request. Rather than just marking those bookings cancelled in your records, it removes them from your calendar too, so the spot is freed up for someone else to book. If they were booked alongside someone else on the same slot, that other person's place is untouched.

Choosing How to Delete

You have two options:

• Schedule (30 days) — the customer is emailed and can cancel during the grace period. Use this for most requests, as it gives the customer a chance to confirm and matches the way your own account deletion works.
• Delete now — runs straight away. Only use this for a verified written request from the customer, since it can't be undone.

1. 1

   Pick an option

   Choose either Schedule (30 days) or Delete now.

2. 2

   Confirm the request

   Tick I confirm the customer has requested deletion of their data. If you chose Delete now, two more things appear: an Email the customer a confirmation once the deletion completes checkbox, ticked by default — leave it on for a genuine customer request, or untick it if they don't need telling — and a box asking you to type DELETE, since an immediate deletion can't be undone. Then click Schedule deletion or Delete now.

What You'll See

If you scheduled it, the request is booked for 30 days ahead and the customer receives an email letting them cancel. You'll see "Deletion scheduled — the customer has been emailed."

If you chose Delete now, a progress window opens and works through each step — cancelling their subscriptions, removing their contact and messaging records, anonymising their history, deleting their sign-in and sending a confirmation. When it finishes you'll see "Done. The customer's personal data has been erased" — the anonymised booking and payment history stays for your records. Once you close the window, the Delete button on their record is replaced with a short note confirming this.

Deleting Several Customers at Once

Everything above is for one customer at a time. If you're clearing out a batch of test rows or a botched import, open All Customers, tick several rows (or Select all in the column header), and click Delete selected… in the bar that appears — see Your Customer List for the exact steps.

It's the same erasure described above, with three differences: it always runs immediately — there's no 30-day schedule option for a batch — typing DELETE is the only confirmation needed, with no separate tick-box (the single-customer Delete now flow above asks for both), and the email-confirmation checkbox defaults off rather than on, since bulk delete is mostly used on rows that were never really customers.