Answer a client's privacy request
A client asks what you have on them, or asks you to erase it? Download everything about them in one file, or forget them. Their money records stay.
Privacy laws in Canada and in a growing number of U.S. states let your clients ask what you have on them, and ask you to erase it. Busy Book does both in a couple of taps.
-
1
Open the client
In the menu, tap Clients and open the client. Scroll to Privacy and consent.
-
2
Download everything about them
Tap Download everything about them. You get one zip with their details, bookings, invoices, payments, texts, notes, places, keys and consents. Send it to them the way they asked.
-
3
Or forget them
Tap Forget this client. You see what's erased for good and what's kept. If they have cleanings coming up, a repeat plan, a membership, a running contract or an open card dispute, Busy Book tells you to finish those first. After a card payment, it waits 120 days and tells you the date.
-
4
Look it over and tap Forget this client
Tick the box, then tap Forget this client. It all happens at once, and it can't be undone.
-
5
What stays
Their bookings, invoices, payments, account credit and other money records stay, named Forgotten client, because tax rules ask you to keep your sales records for years. Their name, email, phone, address, notes, files, keys, photos, texts, their text-or-email choice and the emails and texts sent to them are gone.