Delete your workspace

Deleting a workspace in Yesoma is permanent. This article explains the difference between canceling, downgrading, and deleting — and walks through exactly what happens when you choose to delete, including the 30-day grace period and what you should do before the window closes.

1. Delete vs. cancel vs. downgrade

These are three separate actions and it matters which one you mean.

Cancel subscription — go to Settings → Billing → Manage subscription → Cancel. Your workspace keeps running. Data is preserved. You drop to the free Starter plan at the end of the current billing period. Nothing is purged.

Downgrade to Starter — also in Settings → Billing. Switches your plan without ending anything. Data stays intact; Business and Growth features become gated, but every record — customers, inquiries, messages — remains.

Delete workspace — this article. Marks the workspace for permanent removal. After a 30-day grace period, every piece of data inside it is gone. This cannot be undone once the period expires.

If you want to stop paying but keep your data, cancel or downgrade. Only continue reading if you want the workspace and everything in it permanently removed.

2. Who can delete

Only the workspace owner can request deletion. Admins, managers, agents, and viewers do not see the Danger Zone and cannot trigger or cancel a deletion request.

3. Where to find it

1. Open Settings in the left navigation.
2. Go to the Security tab.
3. Scroll to the Danger zone section at the bottom of the page.
4. Click Delete workspace... — a confirmation dialog opens.
5. Type your workspace name exactly as shown to unlock the button.
6. Click Schedule deletion.

The dialog is explicit about what gets deleted. Take a moment to read it before confirming.

4. The grace period

Confirming deletion does not delete your workspace immediately. It schedules deletion 30 days from the moment you confirm.

During those 30 days:

• The workspace operates normally. You can sign in, reply to inquiries, and use every feature.
• A banner across the top of the app reminds you the workspace is scheduled for deletion and shows the exact date.
• The Danger Zone in Settings → Security switches to a Cancel deletion button.

To call it off, go back to Settings → Security → Danger Zone and click Cancel deletion. The scheduled date is cleared and the banner disappears. You can do this any time before the grace period ends.

5. What happens after 30 days

A background job (yesoma-hard-delete-workspaces) runs at 03:30 UTC every day. It picks up any workspace whose 30-day window has expired and permanently purges:

• All customers and their portal tokens
• All inquiries, message threads, and attachments
• All quotes, invoices, and payment records
• All follow-ups and internal notes
• All referral records
• All integrations (WhatsApp, Calendly, webhooks)
• All branding settings and templates
• All Business Brain entries (services, policies, FAQs, tone)
• All push subscriptions and notification preferences
• The entire audit log scoped to this workspace

Stripe subscriptions tied to the workspace are canceled at the same time (if not already canceled).

Team members are not deleted as users — only their membership in this workspace is removed. See section 9 for details.

Two records survive deletion by design: your agreement-acceptance entry and any channel-consent records. These are legal and evidentiary records; they stay on file per the Privacy Policy.

6. What cannot be undone

Once the cron job runs, recovery is not possible. Yesoma does not maintain customer-accessible backups. Supabase performs point-in-time recovery at the infrastructure level, but that is a disaster-recovery mechanism for catastrophic failures — it is not available for individual workspace restore requests.

Export your data before deleting. See the next section.

7. Export your data first

Before requesting deletion, the workspace owner can download a full JSON export of everything Yesoma holds.

Go to Settings → Security and click Export workspace (JSON). The download includes every inquiry, customer record, message, follow-up, Business Brain entry, and AI output. This is owner-only and runs immediately in the browser.

If you run into any issues with the export, email support@getyesoma.com and ask for a full workspace export before you submit the deletion request. Do this before confirming deletion — the export endpoint will stop working once the workspace is gone.

8. Outstanding subscription

If you are on a paid plan when you request deletion, the Stripe subscription is canceled. You will not be charged again after the current billing period.

If you delete mid-cycle, you retain access until the period end — you have already paid for that time. After the billing period ends and the 30-day grace period expires (whichever is later), the hard delete runs.

If you are in a trial, deletion still works. The trial simply ends.

9. What happens to team members

Teammates are members of your workspace, not subaccounts of it. When the workspace is deleted:

• Their user accounts are not deleted.
• They lose access to this workspace only.
• They keep their login credentials and can sign into any other Yesoma workspace they belong to.

If this is the only workspace a teammate belongs to, their account effectively becomes orphaned — it exists but has no workspace attached. They can create a new workspace or accept an invite from another business at any time.

10. What happens to customer-facing surfaces

Once the workspace is permanently deleted:

• Customer portal URLs (/c/[token]) return 404.
• Your marketplace listing (if enabled) returns 404.
• Inbound channel webhooks — your website form endpoint, email handle, and any connected WhatsApp number — stop accepting new messages.
• Any queued outbound branded emails that have not yet been sent are dropped.

Customers do not receive any automated notification from Yesoma when a workspace is deleted. If you want to inform them, do that before deleting. Use Quick Send (open a customer record → Quick Send) or compose a final branded email to your list first.

Common questions

Will my customers be notified? No. Yesoma never contacts your customers directly. If you want to let them know, send a message yourself via Quick Send or a branded email before you delete.

Can I delete and re-create with the same email later? Yes. Your personal user account is not deleted — only the workspace is. After deletion you can create a new workspace (or join one) using the same login.

What if I'm in the middle of a free trial? Deletion works the same way. The trial ends, the 30-day grace period begins, and the workspace is purged when the window closes.

Related

• Billing and plan limits
• Customer hub: documents and privacy
• What is Yesoma?