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How to Delete Visits and Restore Guest Credits

How to delete a visit recorded by mistake, which automatically returns any guest credits used.

If a visit was recorded by mistake, such as a duplicate or the wrong account, you can delete it from the Visits screen. Any guest credits used are returned to the account automatically.


Delete a Visit

  1. Go to Front Desk → Visits.

  2. Find the visit, using the date range and search if needed.

  3. Click the 3 dots next to the visit and select Delete.

  4. Check the confirmation window, which lists everyone included in that visit.

  5. Confirm to delete.

IMPORTANT: Deleted visits can't be recovered. Review the list of visitors carefully before you confirm.


What Happens Next

  • Any guest credits used for the visit are returned to the account.

  • The deletion is recorded in the account's history.


Who Can Delete Visits

Board users can delete visits by default. To let other roles delete visits, go to Admin → User Roles and turn on Visits: Delete Visits for that role. See About Admin User Roles and Capabilities.

For more on the Visits screen, see Visits Report.

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