Delete or archive a location

When a practice location is no longer in operation, you can remove it from your Locations page. You can delete it or archive it. Either way, Halaxy stops using that location for appointments, which keeps your practice records clean.

Note

You can delete a location only if it has no appointments, past or future, linked to it. If it does, archive it instead.

What Halaxy handles for you

  • Automatic archiving. When you archive every practitioner in a location, Halaxy archives the location for you.

  • A safe delete. Halaxy blocks deleting a location that has appointments linked to it, so your appointment history stays intact.

Delete a location

  1. Click Personal > Locations.

  2. In the location's header bar, click Delete.

    Location-Delete-Loc-AU.png
  3. In the pop-up, click Delete to confirm.

Halaxy removes the location, with no record remaining.

Caution

You cannot undo deleting a location. If you might need the location again, archive it instead.

Archive a location

  1. Click Personal > Locations.

  2. For the location you want to archive, next to a practitioner's name, click the Icon-Bin.svg bin icon.

    Location-Delete-AU.png
  3. In the pop-up, select Archive, then click Archive.

  4. Repeat for every practitioner in the location.

When every practitioner is archived, Halaxy archives the location and you can no longer select it for appointments.

See: Remove users from a location

Updated

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