How can I automatically remove client data when they haven't visited in a number of years?

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Paul K
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This guide will show you how your Phorest system can automatically anonymise client data if they haven't visited your business in a set number of years.

Certain data regulations in your region, such as the GDPR, CCPA, and HIPAA, may advise that you anonymise clients' personal information after a specified period if they have not visited your business.

In Phorest, you can set a data retention period, which automatically deletes personal information for clients who have not visited your salon within a specified timeframe. Typically, this date period is provided by your insurer.

To set a data retention period, go to Manager > Settings.

This is a permanent process and cannot be undone, unlike archiving a client, which can be reversed.

On the General tab, go to Client Setup and select an option from the Data Retention dropdown menu. Click the Save button.

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Phorest automatically erases the personal data of any clients who haven't visited your business within the specified data retention period.   

Note: This does not remove any financial or transactional history from your reports. Instead, data related to forgotten clients is labelled as "Anonymous".

Manually Removing Client Personal Data

You can also manually forget a client's information if requested by a client.

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