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Remove Clients from Client Lists

Learn how to remove clients from your Client List

Sometimes your previously uploaded list may need to change! Instead of having to adjust your .csv file and then re-upload it to Loyalsnap, you have the ability to remove clients from a Client List individually, or in bulk.

 

To remove clients individually:

1. To remove one client from your list, hover over their name.

2. Click on the X that appears to remove them from the list.

To remove multiple clients in bulk:

1. Select the checkbox for the clients you would like to remove from your list.

2. Once all of the desired clients are selected, click the X at the top of the list. On the left, you will see the total number of clients selected to be removed

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