Hiding deleted clinics' sales information from sales reports and summaries ensures accurate data representation and prevents confusion. This feature helps keep reports focused on active and relevant entities, helping you make informed business decisions based on current operations without outdated or irrelevant data.
Keep in mind, only the Main Admins on the account can utilize this feature at this time.
1. Start by logging into your account on the web.
2. Click Settings in the upper right hand corner.
3. Click Manage Clinics in the upper left hand corner.
4. You can use the "search" bar to locate your clinic if you have multiple locations. Then, click Edit.
5. On the bottom left, you will see an option to delete the clinic from your account.
This action cannot be undone once complete.
6. First, you will need to confirm the action before moving to the next step.
Let's first look at a safety prevention pop up in case there is an active appointment or membership tied to the clinic below.
7. If you get this pop up, you need to head to your calendar > filter to that specific clinic view and edit any upcoming appointments to be switched to a different location.
8. If nothing is tied to the clinic and you are able to successfully delete it from your account, you will next see it grayed out with no option to edit in the right hand corner anymore.
Options for Viewing and Not Viewing the Deleted Clinic in Your Sales
9. Now, in the bottom right corner of the deleted clinic you will see two options. You can turn these on and off as needed.
Show in Sales: If you toggle this on you will still see invoices for this clinic under your Sales tab > Invoices.
Show in Business insights - Sales: If you toggle this on you will still see invoices for this clinic under your Business Insights tab > Sales Summary section.
Below we will look at where to locate both sections.
10. To view this clinic in the Sales Tab, click on Sales at the top of your browser.
11. Under "Selected Locations", you can select which locations you'd like to view the invoices for in the given date range chosen.
The deleted clinic locations will only show here if they are toggled on as shown in the previous steps.
12. To view clinic sales through the Sales Summary, go to Business Insights at the top of your browser, Click Sales on the left, and then "Sales Summary".
At this time, the hide clinics feature will only affect the reports under the Sales Reports Tab in this section of Business Insights.
13. You can use the "All Clinics" filter here to see the sales summary for all clinics, or specific clinic locations.
If "Show in Sales Summary" is toggled on for any deleted clinics, you will see the deleted locations in this list as well.
