Archiving a client hides them from the main search pages, such as the calendar and reports, but can be accessed by searching the client list.
Archive a client
Navigate to the Clients tab, then select the client you would like to archive.
Select the Actions drop-down menu in the top-right, then select Archive.
A pop-up will appear to confirm the action. Select Archive to proceed.
A notification will pop up informing you that the client has been archived. You will also see a red archived tag next to the client's name.
View archived clients
Select the Clients tab.
Next to the Name column, select the Filters icon, then select the Archived checkbox. Press OK.
Select an archived client. You can identify archived clients by the red Archived tag.
Restore a client
Restoring a client allows you to reveal them in your calendar and appointments after they have been previously archived.
To view archived clients, select the Clients tab.
Next to the Name column, select the Filters icon, then select the Archived checkbox. Press OK.
Select an archived client. You can identify archived clients by the red Archived tag.
In their profile, select the Actions drop-down menu, then select Restore.
Select Restore to confirm the process.
Permanently delete a client
You can also permanently delete a client. Be careful as this action cannot be undone.