How do I remove/archive a client?

This article outlines how to remove/archive clients so they don't appear in your client list.

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 optionsTrail


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.


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