Intake form Deletion

Do you want to set automated deletion rules across your intake forms? This allows you to set how long your client's information stays in your Trybe system.

To do so, you will need to first put in place your different intake forms. See the guide on how to put those in place. To find the intake form section go to Settings > Client's & Membership > Intake form.

Once you have created your intake forms, you will see that you have a new section called Automatic Deletion. This is where you will have the choice to select different deletion rules, such as:

• Never delete

• Delete 1 day after order

• Delete 7 days after order

• Delete after 1 month after order

• Delete 6 months after order

• Delete 1 year after order

Once one of the options has been selected, click on Save for this to be applied across all your intake forms.

By putting this rule in place, any personal and medical information submitted on the form will be removed. You will still be able to see a form was submitted on the client's profile, on the order page, as well as on the Calendar but when accessing the form the questions and answers (all private data) will be removed.