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Account and privacy

Export or permanently delete your data

Download portable records, understand retention protections, and safely delete a personal account or business workspace.

In this guide

Choose the data and export first

  1. Choose what you need to manage. Profile controls your personal login and profile across every workspace; Settings > Data & privacy controls the active business workspace.

  2. Before deleting anything, download the available JSON summary and use Import & Export when you need full operational CSV records.

Delete a personal account

  1. To delete a personal account, open Profile in the staff workspace or Personal data & privacy in the client portal. Schedmo checks multi-factor authentication and every workspace you own.

  2. If you are the only owner of a workspace, transfer ownership through support or erase that workspace before deleting your personal account.

  3. When the personal-account checks are clear, type the exact confirmation shown and confirm permanent deletion. This removes your login immediately and cannot be undone.

Close a business workspace

  1. To close a business workspace, open Settings > Data & privacy. Only the workspace owner can start this process.

  2. Review future appointments, unpaid invoices, active package balances, Schedmo billing invoices, processing payments, refunds, disputes, payouts, and connected-account balances.

  3. If obligations remain, Schedmo suspends new activity and places the workspace in settlement mode. Resolve every listed item, then return and recheck readiness.

Confirm deletion and retention

  1. When settlement is clear, enter the exact workspace name and confirm permanent erasure. Cancelling a subscription by itself never deletes workspace data.

  2. Financial, consent, and minimised audit evidence may be retained where legally required. Isolated encrypted backups expire on controlled schedules and cannot reactivate a deleted account.

Still need a hand?

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