This guide will walk you through the process of deleting a promoter in Clicki. Please note that deleting a promoter with referrals requires a few extra steps. Here's how to complete the process.
Why Deleting a Promoter Can Be Complex
Before jumping into the steps, it's important to understand why deleting a promoter isn’t as simple as it sounds:
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Promoters with Referrals: What happens if the promoter has existing referrals? They will need to be managed before deletion.
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Promoters with Balances: If the promoter has an existing balance, extra care must be taken to ensure those funds are handled appropriately.
Step-by-Step Guide
1. Search for the Promoter
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Start by searching for the promoter you want to delete.
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Use the search function to find the promoter by name. In this example, we'll search for "Kendall Hines."
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Once you find the promoter in the search results, click on their profile.
2. Check Referrals
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Once in the promoter's account, check if they have any existing referrals.
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If referrals are unpaid: You can delete them yourself.
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If referrals are paid: You will need to contact Clicki support to help with deleting the promoter.
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3. Deleting Unpaid Referrals
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If the promoter has unpaid referrals, you need to delete them before deleting the promoter.
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Click the three-dot drop-down menu next to each referral.
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Select "Delete Referral."
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Confirm the deletion in the prompt that appears. The referral will be removed from the list.
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Repeat this process for all unpaid referrals.
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4. Delete the Promoter
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After all unpaid referrals have been deleted, return to the promoter's account page.
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Click the three-dot drop-down menu again, this time selecting "Delete Promoter."
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Confirm the action when prompted, and the promoter will be deleted from the system.
Important Considerations
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Paid Referrals: If a promoter has any paid referrals, you will need to contact Clicki support to assist with the deletion of the promoter.
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Balance Handling: Ensure any balance associated with the promoter is cleared before attempting to delete them.
By following this process, you can safely and efficiently delete a promoter from Clicki while managing their associated referrals.