Archiving an appointment is useful if you don't want to send automated appointment communication messages to the client. Archiving will continue to retain the information within the appointment for reporting purposes.
Please note that once a appointment is archived it will not appear in batch invoicing.
Before you begin
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.
š 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.