Overview

This guide explains the process for removing a sub-account (location) in Scalendo, including the 24-hour reversal window that allows users to undo the action.

What is a Subaccount/Location?

A sub-account represents an independent business or client account operating within an agency, with its own CRM, workflows, campaigns, and integrations.

Reasons for Deletion

• Client discontinues platform use
• Duplicate or unused accounts created in error
• Cost management through billing reduction
• Security and compliance data removal

Key Considerations

Before proceeding, understand these critical points:

• "Permanent Data Loss: After 24 hours, all contacts, messages, campaigns, and settings will be lost."
• Third-party integrations (Twilio, Mailgun, Facebook, Google) must be disconnected manually
• Consider pausing accounts instead if unsure about permanent deletion
• Client Portals tied to deleted subaccounts become inaccessible

Deletion Steps

Step 1: Navigate to Subaccounts in Agency View and select the account to delete

Step 2: Click the three-dot menu and select "Manage Client"

Step 3: Click "Actions" (top-right) and select "Delete"

Step 4: Review and acknowledge three critical disclaimers confirming client discussion, data loss understanding, and LC Phone account closure