How do I export or permanently delete client data?
The client export downloads worksheet timeline data. Archiving retains history; it is not permanent deletion.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the client profile and its more-actions menu.
Choose Export CSV Data and store the download securely.
Check the CSV contents: the timeline export is not a promise of a full backup of every file or setting.
As the practice owner, choose Permanently delete from the client profile’s More actions menu. Review the deletion scope, type DELETE, enter your password and confirm. This cannot be undone.
How you know it worked
After deletion succeeds, you return to Clients with confirmation. The client and linked coaching records are removed; their public links stop working. Other clients and reusable resources remain.
If something looks different
Archiving and subscription cancellation do not erase client records. Separate Conductor conversations, unlinked support messages and external copies need separate handling. Backups, operational logs and queued payloads follow retention cycles. Stop source integrations to prevent new imports. If file deletion fails, retry; some files may already be removed.
How do I archive a client?
Archiving removes a client from the active list while retaining their history. It is different from permanently deleting data.