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Advice and answers from the Endear Team
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how do i edit or delete a comment
How
do
I
edit
or
delete
a
task?
Learn
how
to
edit
,
delete
, and restore tasks and notes…
How
To
Edit
a
Task…
How
to
delete
a
Task
How
do
I
delete
a
sale?
Delete
a
sale… To
Delete
a
Sale:… Applies To: Admins From time to time you may want to
delete
a
sale, for example if it is ineligible
How
do
I
adjust access
or
delete
a
report?
Control which members of your team can view certain reports
or
remove reports entirely…
How
to
delete
a
report…
How
to change
a
report's user access
How
do
I
comment
on
a
task?
Leave
a
comment
on
a
task to let your team members know if you have any questions
or
what you have completed… You can also
edit
,
delete
or
copy
a
link to the
comment
you've left previously… To Leave
a
Comment
on
a
Task:
How
do
I
delete
a
Story?
Remove old
or
unwanted Stories from your lists and searches…
How
to
delete
a
Story… Applies to: All (Users, Managers, & Admins) When you need to remove
a
story, you can
delete
it from
How
do
I
edit
a
service?
Learn
how
to
edit
the different services your team provides during appointments… Select the Service that you want to
edit
/modify 5. Click
Edit
to Modify Accent Color 6… Click on the Appointment Instructions text box to
edit
10. Click on Duration to
edit
11
How
do
I
Cancel
or
Delete
an Appointment?
Learn
how
to cancel
or
delete
an appointment in Endear… Click on the Appointment You Want to Cancel/
Delete
4. Click on Cancel 5… Click on the Appointment You Want to Cancel/
Delete
4. Click on Cancel 5
How
do
I
edit
a
calendar?
Learn
how
view and change calendar settings… Access: Change who can view
or
edit
the calendar. * To add yourself as an editable user: Click "
Edit
"… the availability settings on the given service
or
booking link
How
do
I
delete
an Audience?
Delete
an Audience… In the dropdown, select
Delete
Audience It will immediately
delete
from your audience page… You can also
delete
the Audience from within the Audience itself, on the Customers page
How
do
I
delete
customers
or
avoid contacting them?
Customers cannot be
deleted
in Endear; however they can be archived by admins… Please contact us via chat
or
e-mail with
a
list of customers that need to be removed for GDPR removal… 2. If your account uses an integration, any customers in your POS
or
e-commerce platform will continue to have their information be updated, even if they are archived