This article outlines how to remove/archive a client so they don't show in your client list.
New Clients Screen
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.
On the New Clients Screen
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.