Data Reset (Factory Reset)

Built-in safety rails

• A mandatory backup is created automatically immediately before anything is deleted, using the same bundle format as the regular Backup tool, and can be rolled back from this same page afterward.
• Admin-only, requiring both access_settings and the admin role.
• Certain tables are never touched, regardless of what you select: app settings, role permissions, cron settings, module registry, and connected Cal.com/Google OAuth tokens — deleting these would either lock everyone out or wipe integration credentials unrelated to clinical data.
• The users table is never fully truncated — the currently logged-in admin's own account always survives, even if "Staff Accounts" is included in the reset.

Step-by-step

1. Go to Settings → Data Reset.
2. Select which data categories to wipe (e.g., patients, appointments, billing) and which to keep.
3. Confirm — a safety backup is taken automatically first.
4. The reset runs; use the automatic backup to roll back if something wasn't intended.