How to Delete Contacts in PhotoBiz

Overview

You can permanently delete contacts from your PhotoBiz CRM when you no longer need their contact record or activity history.

Deleting a contact removes the contact and associated information, including form submissions, conversations and emails, Client Galleries activity, files, Scheduler appointments, and email invite history. Because deleted contacts cannot be recovered, review the contact carefully before confirming the deletion.

If you only want to stop a contact from receiving marketing emails, you do not need to delete them. You can keep their contact history and update their email preferences instead.

Important Warning Before Deleting Contacts

Deleting a contact is permanent and cannot be undone.

When you delete a contact, PhotoBiz permanently removes associated data such as:

Form submissions
Conversations and emails
Client Galleries activity
Files
Scheduler appointments
Email invite history

If you may need access to a contact's previous messages, gallery activity, appointments, files, or form submissions, keep the contact in your CRM instead of deleting them.

STEP ONE

Log in to your PhotoBiz account and click CONTACTS in the left-side menu. This opens your Contacts area, where you can search for and manage contact records.

STEP TWO

Find the contact or contacts you want to delete. You can use the search field to locate a specific contact by name, email address, or other contact information.

Check the box next to each contact you want to remove, then click DELETE at the top of the page.

If you select multiple contacts, each selected contact and its associated data will be permanently deleted when you confirm the action. Review your selections carefully before continuing.

FINAL STEP

PhotoBiz will display a confirmation message explaining that deleting the contact will permanently remove associated data, including form submissions, conversations, Client Galleries activity, files, Scheduler appointments, and email invite history.

Review the warning and confirm that you have selected the correct contact or contacts. Click YES, DELETE IT to complete the deletion.

Once confirmed, the selected contacts and their associated information are permanently removed from your account and cannot be recovered.

Additional Options and Helpful Notes

Stop Marketing Emails Without Deleting a Contact

You do not need to delete someone from your CRM simply because they should no longer receive marketing emails.

Contacts who have unsubscribed from your marketing emails do not receive Marketing Campaigns, Email Automations, or other marketing emails from your account. Their contact record can remain in your CRM so you can continue to access their historical information.

Manage Email Preferences Manually

If you want to keep a contact and their history but prevent marketing communication, update the contact's email preferences from their contact profile instead of deleting the contact.

This is usually the better option when you still need access to previous conversations, Client Galleries activity, Scheduler appointments, files, or form submissions.

Deleting Multiple Contacts

You can delete multiple contacts at the same time by checking the box next to each contact before clicking DELETE.

Because deletion cannot be undone, verify every selected contact before confirming the action. All selected contacts and their associated data will be removed.

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