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Deleting Customers and Customer Data

Protect customer privacy while keeping your business records intact

Eric Plamondon avatar
Written by Eric Plamondon
Updated over 2 weeks ago

In MioCommerce, you can permanently delete a customer from your account while preserving historical bookings, invoices, and reports. Customer deletion protects privacy without disrupting your financial or operational records.

Why you might delete a customer

You may choose to delete a customer when:

  • A customer requests removal of their personal data

  • You no longer serve that customer

  • You want to clean up inactive or test accounts

  • You need to comply with privacy regulations such as GDPR’s Right to be Forgotten

  • You need to retain booking(s) or payment history for records

What happens when you delete a customer with bookings?

Even if a customer has past or existing bookings, MioCommerce allows deletion because:

  • Past Bookings, invoices, and payments remain intact for reporting and audits

  • Operational history is preserved

  • Only the customer profile is affected

This ensures your financial and scheduling data stays consistent while customer privacy is respected.


Delete options explained

MioCommerce provides two deletion options depending on whether you need basic cleanup or full privacy compliance.

1. Delete Customer

  • Archives the customer profile

  • Customer name and details may still appear in past bookings and payments

  • Best for internal cleanup when privacy removal is not required

Use this when:
You want to remove the customer from active use but keep identifiable history.

2. Delete and Mask Sensitive Data (Recommended for privacy)

  • Permanently scrambles personal data such as:

    • First and last name

    • Email address

    • Phone number

    • Home address

    • Any banking information

  • Historical bookings and invoices remain, but are anonymized

  • Fully compliant with GDPR’s Right to be Forgotten

Use this when:
A customer requests data erasure or when privacy protection is required.

You may wish to delete a customer, but keep some metadata about them in the MioCommerce platform for reporting purposes.

How to delete a customer

Below is the step-by-step process with screenshots. Once all the steps are completed, the action is applied immediately.

STEP 1: Go to Customers and select the customer

STEP 2: Click Customer Delete in the right-hand panel

STEP 3: Choose Delete or Delete and Mask Sensitive Data

  • The Delete button: archives the customer data but their name and information may show in past bookings and payments.

  • The Delete and Mask Sensitive Data button will scramble or "Mask" your customer's information such as: Phone Number, Email, Address, and Credit Card information. This is compliant with GDPR’s requirements for the “Right to be Forgotten.”

Once your customer's sensitive data has been masked, it will appear in your MioCommerce account like this, note how the name and email address appear scrambled now:

Viewing and managing deleted customers

  • Scroll to the bottom of the Customers list to see previously deleted customers

  • You can still apply Mask Sensitive Data to customers that were deleted earlier but not masked at the time

This is useful if privacy requirements change later.

Key things to know after deleting a customer:

  • The customer will no longer be able to sign in to the Customer Portal.

  • The customer’s booking history will remain in the system for future reference.

  • Any future bookings for this customer will be cancelled.

  • All draft and sent quotes for this customer will be cancelled.

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