Ask ChatGPTAsk Claude

This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.

Deleting users allows you to remove employees or staff members who no longer need access to Zoho Bookings. It helps maintain an up-to-date user list and prevents inactive users from accessing workspaces and appointments. You can use this option when an employee leaves the organization or no longer requires access to Bookings.

Deleting the user will remove them from the current organization, but they can still log in to their Bookings account and join any other organization if invited.

1. Steps to delete a user

1. Switch to the required workspace by clicking the workspace name under the Bookings icon  in the top-left corner and Click Users in the left sidebar of Bookings. The users added in the selected workspace will be listed. 
   
2. Hover over the required user and click the Options icon  and select Delete. 
   
   
   
   Case 1: Deleting a user with upcoming appointments
   
   Solution 1: If the user you are looking to delete has upcoming appointments, you will be asked to reschedule those appointments before you can delete them. Click Reschedule Appointments, and you will be taken to the appointments list page ,where you can change the user for those appointments. 
   
   Solution 2: You can cancel all those appointments that the user is booked for. 
   
   Solution 3: You can mark the user as inactive instead of deleting them altogether. This will restrict customers from making further appointments with that user.  
   
   Case 2: Deleting a user with past appointments
   If the user you are looking to delete has past appointments, you can choose what happens with the history of appointments after the user is deleted. 
   
   Solution 1: The history of appointments can be deleted for both users and customers.
   
   Solution 2: You can delete the history only from your bookings account while keeping it available for customers; they can view it in their portal or through a bookmarked link.
   
   Case 3: Deleting a user with group booking
   
   Solution: If the user is assigned to a group booking, you can assign a different user to the group booking, then proceed to delete the user. 

Details of a user cannot be retrieved after deletion.