How to Delete Products

Overview

The product deletion feature allows you to permanently remove products that are no longer needed from your CRM. This guide explains the different methods for deletion, how bulk deletion functions, and the important restrictions in place to prevent the accidental removal of products that are essential for active customer subscriptions or services.

What This Feature Does

Product deletion permanently erases a product from your account. To protect ongoing billing and customer access, the system prevents the deletion of certain product types or products that have active subscriptions. When using bulk actions, only products eligible for deletion are removed; protected items are skipped, and you will be notified. It is important to understand that deleting a product does not affect any existing transactions, orders, invoices, or subscriptions that already include that product. It only prevents the product from being used for future purchases or actions.

Prerequisites

To delete products, you must have a user role with permissions to both view and delete products. You will navigate to the Payments section and then Products to access the list and individual product detail pages. Deletion is a permanent action that cannot be reversed, so ensure the product is not required for any active checkouts, calendars, memberships, or active SaaS subscriptions before proceeding.

How to Delete a Single Product

Option 1: From the Products List

Navigate to PaymentsProducts. Find the product you wish to remove in the list. Click the delete (trash can) icon associated with that product. A confirmation dialog will appear; confirm your choice to complete the deletion.

Option 2: From the Product Details Page

Go to PaymentsProducts and click to edit the specific product. On the product details page, you may see an option to Delete Price. Please note: this option is only available if the product has more than one price or variant. You cannot delete the last remaining price or variant for a product.

If the delete control is disabled or you see a message indicating the product cannot be deleted, please refer to the Restrictions section below for more information.

How to Delete Multiple Products at Once

Go to PaymentsProducts. Use the checkboxes to select the products you want to delete, or use the Select All option. Click the Delete button located under the Bulk Actions menu. A confirmation message will appear, stating: "Are you sure you want to delete these products? This action cannot be undone. Only products eligible for deletion will be deleted." If you have selected a specific number of products, the message will reflect that count (e.g., "...delete these 10 products?"). After you confirm, only the eligible products will be deleted; protected products will remain in your account.

Restrictions: Products That Cannot Be Deleted

To ensure billing integrity and system stability, deletion is blocked for the following product types under certain conditions.

SaaS Products (SaaS Plans & Agency Plans)

These products cannot be deleted if there are any active or past-due subscriptions associated with them. The delete control will be disabled until all such subscriptions are resolved. Only when no active or past-due subscriptions exist can the product be deleted.

Calendar Products

Products that are created by the Calendars feature cannot be deleted. The delete option will not be visible for these products.

Memberships/Communities Products

Products created by the Memberships or Communities features cannot be deleted. The delete option will be hidden for these items.

Prices and Variants

For SaaS, Calendar, and Memberships/Communities products, any prices or variants that have been saved cannot be deleted; the delete icon will be disabled. You can only remove a price or variant if it was just added and has not yet been saved.

Frequently Asked Questions

Why is the delete button not visible for my product?

The product is likely a Calendar or Memberships/Communities product, which are never deletable, or it is a SaaS product that has active or past-due subscriptions.

How can I delete a blocked SaaS product?

You must first resolve or cancel all active and past-due subscriptions linked to that product. Once no subscriptions remain, the product will become eligible for deletion.

What happens during a bulk delete if I select protected products?

Only the products that are eligible for deletion will be removed. Protected products will be skipped, and the confirmation message will inform you of this behavior.

Can I delete a price or variant on a protected product?

You can only remove it if it is an unsaved, newly added price or variant. Saved prices or variants on SaaS, Calendar, or Memberships/Communities products cannot be deleted.

Is product deletion reversible?

No, deletion is permanent. Please double-check for any dependencies before confirming the action.

I deleted a product, but it still appears in my account. Why?

If your product is linked to an external payment gateway like Stripe, you must delete it in two places. First, delete the product from PaymentsProducts in the CRM. Then, log into your external payment processor's dashboard (e.g., Stripe, PayPal) and manually delete or archive the corresponding product or plan from their system to remove it completely.