Archive a client

Archive a client to remove them from your client list.

Updated over a week ago

Archiving a client hides them from the main search pages like the calendar and reports, but can be accessed by searching the client list.

Archive a client

Go to a client's page and click Archive.

Click Archive confirmation to confirm.

You can unarchive a client at any time.

A notification will pop up informing you that the client has been archived and you will see there is a red archived tag next to the client's name.

The archived tag is displayed on the client record.

Restore a client

Restore a client by clicking Restore under Actions.

Permanently delete a client

You can also permanently delete a client. Be careful as this action cannot be undone.

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