Deleting Sessions

Learn how to delete single and recurring sessions, payment status restrictions, and what happens to deleted sessions.

3 min

Easy

What is Session Deletion?

Session deletion is used when you want to completely remove a session. Deleted sessions are moved to trash and can be restored within 30 days. Unlike cancellation, deletion completely removes the session from lists.

When to Use?

Accidentally created session

If the session was entered incorrectly or duplicated

Client discontinued therapy

If all future sessions need to be deleted

Series modification

If you want to delete part of a recurring session series

How to Delete?

Click on the session

Open the session from Calendar or Sessions page.

Click the Delete button

Use the red delete button at the bottom of the edit session window.

Select deletion scope

For recurring sessions, select which sessions to delete.

Confirm

Complete the deletion by confirming.

Single Session Deletion

For sessions not part of a recurring series, direct deletion confirmation is requested. The session is deleted if the payment status allows.

Recurring Session Deletion

When deleting a session that belongs to a recurring series, three different scope options are presented:

Only this session

Deletes only the selected session, other sessions in the series are not affected.

This and all future dated sessions in the series

Deletes all sessions with future dates from today. Past dated sessions are preserved.

This and all subsequent sessions

Deletes the selected session and all chronologically subsequent sessions (even if past dated).

Recurring Appointments Guide

See this guide for detailed examples and deletion scenarios.

Deletion by Payment Status

Not every payment status allows deletion. The table below shows which statuses can be deleted:

Payment Status	Can be deleted?	Note
Unpaid		-
Free		-
Paid Manually		Check if refund is needed before deleting.
Link Sent		Invalidate the payment link first.
Paid Online		-
Refunded		-
Partial Refund		-
Refund Pending		-
Active Payment Link		If a payment link has been created but payment has not been made yet, the session cannot be deleted. Cancel the payment link first.

Tip

Even if the payment status allows deletion, the session cannot be deleted if it has an active (pending) payment link.

Tip

When you try to delete a session that cannot be deleted, you will see a warning dialog explaining the reason. When applicable, you can navigate directly to the payment management page from the dialog.

What Happens to Deleted Sessions?

Moved to trash

Deleted sessions are kept in trash for 30 days.

Removed from lists

Removed from Sessions and Calendar views.

Can be restored

You can restore from trash within 30 days.

Permanent deletion

Automatically permanently deleted after 30 days.

Permanent Deletion

Sessions in the trash are automatically permanently deleted by the system after 30 days. Permanent deletion cannot be undone.

Permanent Deletion Scope

When a session is permanently deleted:

Notes linked to the session have their session link removed (note content is not deleted, only the session reference is cleared).

The session record is completely removed from the database and cannot be recovered.

Impact of Client Operations

Sessions belonging to a client can be affected by operations on the client:

When the client is archived, future scheduled sessions are automatically cancelled.

When the client is deleted (moved to trash), future scheduled sessions are automatically cancelled.

Past or already completed sessions are not affected by these operations.

When a client is permanently deleted, all sessions are deleted regardless of payment status.

Tip

Cancelled sessions are not automatically restored when the client is restored or unarchived — they must be manually recreated if needed.

Tip

Before permanently deleting a client, it is recommended to resolve any paid or refund-pending sessions first.

Archiving and Deleting Clients

See this guide for detailed information about archiving and deleting clients.

Deletion vs Cancellation

If the session won't happen but you want to keep records, consider cancelling instead of deleting. Cancelled sessions appear in reports and fee records can be kept.