In compliance with GDPR regulations, your clients’ personal data must not be stored indefinitely.
Anonymizing a client means deleting their personal data (phone number, email address, behavior data, etc.).
⚠️ Important: Once a client is anonymized, their personal information cannot be recovered, regardless of the anonymization method used.
Backyou offers two types of anonymization:
Manual anonymization:
You can choose to manually anonymize a client. To do so, go to the Clients section and select the client you want to anonymize. Then click the Edit button in the top right corner of the client record.
Scroll to the bottom of the page and click "Anonymize personal information".
A confirmation window will appear where you must type "DELETE" as prompted to confirm the anonymization.
You can then choose whether or not to notify the client about this anonymization.
After anonymization, the client’s first name, last name, email address, and phone number will be hidden. You will still have access to relevant statistical data (number of files, total revenue generated by the client, booking rate, etc.).
Automatic anonymization:
Automatic anonymization is triggered after a period of time that you can define in:
Settings > GDPR Settings:
Then scroll to the bottom of the page:
Automatic anonymization can be customized in three ways:
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It can be enabled or disabled using the "Disabled/Enabled" button.
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You can set the duration of client inactivity that will trigger anonymization.
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You can choose whether to send a warning email to the client using the "Disabled/Enabled" button, and define the delay between this email and the actual anonymization.
This warning email informs the client about the anonymization and its scheduled date. It also lets them know that if they wish for their personal data to be retained, they must log back into their Backyou account.