This article outlines how to remove/archive clients so they don't appear in your client list.
In this Article
Archiving a Client
Go to Clients to open your Client List > Search for and click on a client to open their profile > Client Options > Archive.
Viewing and Unarchiving Clients
To view a list of Archived clients, open your client list and check the Show Archived Only option.
To restore an archived client, search for and click on them to open their profile > Client Options > Unarchive.
Trail History of Archived Client
When a client is archived, the date & time is recorded in the Trail along with the name of the staff member who archived them.
To view the Trail, click on a client to open their profile > Client options > Trail
Removing Client Data Entirely
If you need to completely remove any personal information for a particular client, for example as a GDPR request, click here to find out how.