This article outlines how to remove/archive a client, so they don't show in the list but not forget them completely
When archiving a client, their information is not removed permanently from your Phorest system and can always be unarchived/restored. Archived clients will still appear in relevant client reports.
In this Article
Archiving a Client
To archive a client, go to Clients > Single-click on a client > Archive.
This will move the client from the active list to the archived list.
Viewing and Unarchiving Clients
To view a list of Archived clients, check the Archived box.
To restore a client, single-click the client > Click Un-archive.
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, double-click on a client to open their Client Card > Click Trail
You will then see the Trail history for that specific client
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.