Archiving an appointment removes it from your calendar and the client's file without sending any notification to the client. The appointment's details are retained for reporting, so your records stay accurate. It's useful for appointments booked in error or that never went ahead, where a cancellation message to the client wouldn't make sense.
In this guide, we'll explain what happens when you archive an appointment, how archiving differs from cancelling, and how to archive an individual or group appointment.
Before you begin
Before you archive an appointment, note the following:
Archiving does not notify the client. If you want the client to receive a cancellation message, cancel the appointment instead.
Archived appointments don't appear in batch invoicing. If you need to invoice for the appointment — including charging a cancellation fee — cancel it instead of archiving. See Cancel an appointment.
Archived appointments are retained for reporting and can be viewed through a data export.
Both individual and group appointments can be archived.
How-to
Archive an appointment
Navigate to the Calendar tab.
Select the appointment you would like to archive.
In the appointment side panel that appears, select Archive under the notes
section.
Confirm the action by selecting Archive.
The appointment will now be removed in splose. Archiving will not send a notification email or SMS to the client.
📝 You can use the data export functionality to display all archived records. If you need to invoice for an appointment, then you may want to cancel an appointment instead of archiving it.
Things to note
Please note that once an appointment is archived, it will not appear in batch invoicing.
Frequently Asked Questions
I get "Something went wrong" when I try to change an appointment's type. How do I change it?
I get "Something went wrong" when I try to change an appointment's type. How do I change it?
An appointment's type can't be edited directly once it's booked. To change it, archive the original appointment first, then create a new appointment with the correct type. Archiving removes the appointment from the calendar and the client's file without sending any notifications, so the client won't be alerted to the change.