Inactivate
- Find User
- View Trainer
- Look up the trainer
- from Actions click Details
- Click Edit
- Change Status to Inactive
- Save
Under the message that their are unresolved past/future appointments, click on View a List of these appointments
on the upper right of the result table, click Delete All Past Open Appointments, or move all appointments as appropriate.
Once the appointments are cleaned up - start again at step 1.
To delete - not recommended (consider consulting with Client Services 1st, 732.982.1624)
- Find User
- View Trainers
- look up the trainer
- click Delete
- enter the 1234
- click Delete User
Under the message that their are unresolved past/future appointments, click on View a List of these appointments
on the upper right of the result table, click Delete All Past Open Appointments, or move all appointments as appropriate. Once the appointments are cleaned up - start again at step 1.
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