How to cancel and delete your subscription

Before cancelling, we'd love to help with any problems!


If you pause your account, you'll keep your:

  • Appointments calendar
  • Clients
  • Client files and forms
  • Email communication history
  • Gift certificates
  • Promo codes
  • Treatment notes
  • Treatment packages
  • Reports

If you delete your account, the following will be permanently deleted:

  • Appointments calendar
  • Email communication history
  • Gift certificates
  • Promo codes
  • Treatment packages
  • Reports

However, you will retain read-only access to your client files and treatment notes.


To delete your account:

  1. Log into ClinicSense, as your practice's superuser
  2. Click on your profile image, in the top right corner
  3. Select Subscription from the drop-down menu
  4. Click Delete account, at bottom right
  5. You'll be sent a confirmation email

If you don't receive the confirmation email, then the steps haven't been completed and your account is not cancelled.


To export your client data:

  1. Complete the To delete your account steps, above
  2. At the bottom of the page, click the Download Your Client Files button
  3. In the the pop-up, check the I understand this is a one time download box
  4. Click the Request Download button
  5. After 1-3 business days, you'll receive an email with a link and instructions to download your files
  6. Please remember to check your spam and junk folders, in case the email is routed there

Your export will include:

  • A spreadsheet file, containing all past and future appointments
  • A second spreadsheet file, containing client contact information
  • A folder for each client, containing the client's
    • Forms
    • Memos
    • Treatment notes
    • List of practitioners

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