Archiving keeps a client's information without cluttering your day-to-day views. splose hides an archived client from the main search pages, like the calendar and reports, but keeps their record and lets you restore it later. It's the safer alternative to deleting a client, which can't be undone.
This guide covers how to archive a client, how to find archived clients, how to restore one, and what archiving changes in your workspace.
Archive a client
The steps below outline how to archive a client from their profile.
Go to the Clients tab.
Select the client you want to archive.
Click the Actions drop-down in the top-right.
Select Archive.
Select Archive again to confirm.
splose confirms the client has been archived, and a red Archived tag appears next to their name.
View archived clients
Archived clients stay in your client list, behind a filter.
Go to the Clients tab.
Next to the Name column, select the Filters icon.
Select the Archived checkbox.
Click OK.
Select an archived client. You can identify them by the red Archived tag.
Restore a client
Restoring a client makes them visible again in your calendar and appointments.
Go to the Clients tab.
Next to the Name column, select the Filters icon.
Select the Archived checkbox.
Click OK.
Select the archived client.
Click the Actions drop-down.
Select Restore.
Select Restore again to confirm.
Troubleshooting and FAQs
Where did my client go?
Where did my client go?
If they've been archived, splose hides them from the main search pages but keeps them in your client list. Filter the Clients tab by Archived to find them.
Can I merge an archived client with an active one?
Can I merge an archived client with an active one?
No. Restore the client first, then merge.
Should I archive or delete?
Should I archive or delete?
Archive, unless you're certain. Archiving keeps the client's information and can be undone; deleting can't. You also have to archive a client before you can delete them.
Permanently delete a client
If you're sure you won't need the record again, you can permanently delete a client. You'll need to archive them first, and deleting can't be undone.