How to remove an employee

Remove an employee from the appointment book #

1. Go to Employees → Choose your desired employee → Appt. Setup → Edit.
2. Set ‘Should this employee have a column on the appointment book?‘ to ‘No‘ and click Save.
3. If this employee has future appointments, it will prompt you to move/delete them.
4. Once they have no outstanding future appointments/special breaks, they will be removed from the book.

Remove an employee’s access to Insight and the Insight App #

1. Go to Employees → Choose your desired employee → Click Terminate (bottom-right) → Set the employees last date of employment.
2. Click the System Access tab → Edit Access → Uncheck Everything (top-right side) → Yes → Save.
3. This removes their access from Insight and the Insight App.

Remove an employee from Insight completely #

1. Go to Employees → Choose your desired employee → Click Terminate (bottom-right) → Set the employees last date of employment.
2. This will reveal a Deactivate Employee button in the bottom-right corner.
3. Click Deactivate Employee.
4. The employee will now be removed from Insight and will not show in reports, sales, etc.
5. You can reactivate a deactivated employee in Employees → Show all (bottom left) → Choose your desired employee → Reactivate Employee (bottom-right).