Articles on: Workspace & integrations

Erase or close a workspace

Two actions remove data from your workspace for good, and they do different things: one empties the workspace, the other deletes it entirely. Both are in the Danger zone of Settings › Workspace › General, and both make sense when you want to start over.

Purge or terminate the workspace

Download every quote and invoice you need to keep. Both actions delete them, and Zendo does not ask whether you have downloaded them first.
Open Settings › Workspace › General and go to the Danger zone.
Under Purge workspace data, select Purge workspace to erase the content but keep the workspace. Under Terminate workspace, select Terminate workspace to delete the workspace itself.
Confirm the action. To purge, type your workspace name and your current password, then select Purge workspace.

The Danger zone at the bottom of Settings › Workspace › General: Purge workspace (3) and Terminate workspace.

What each action deletes

Purge workspace data empties the workspace. Its warning reads: "This erases every request, client, file and record in this workspace. The workspace itself stays." Afterwards your settings, your team and your subscription are still there, but the requests, the clients, the files and everything else are gone.

Terminate workspace deletes the whole workspace. Its warning reads: "This deletes the workspace itself, along with everything in it. You will be signed out, and this cannot be undone."

Purging also stops your clients' subscriptions

Purge workspace data cancels your clients' subscriptions, in Stripe too, so no client is charged afterwards. It also disconnects your Stripe account on the Zendo side. To remove the connection in Stripe as well, disconnect the Zendo app in your Stripe account. Your own Zendo plan is not cancelled by a purge. See Understand your plan and limits.

Quotes and invoices are deleted too

Both actions also delete your quotes and invoices. An accountant, a client or a tax authority may ask you for these documents months later, so download them before you purge or terminate.

If you do not want to start over

Each of these keeps your data:

To remove something from a list, archive it. Archived requests, orders, services, request types and statuses stay in Zendo, and you can restore them. See Archive and restore.
To stop someone from working in the workspace, set them to Deactivated on Settings › Workspace › Team. Their history stays. See Invite your team and choose roles.
To try something without affecting your clients, use the Sandbox, a separate workspace with its own address. See Try things out in the Sandbox.
To keep your data under a new address, rename the Workspace URL or use your own domain. See Set your workspace name, address and formats.

Downgrading your plan does not delete anything either. Items over the new plan's limit are archived, and they come back as soon as you upgrade. See Understand your plan and limits.

Updated on: 09/11/2026

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