Archive a client

Archive a client

Archiving a client removes them from your active client list meaning that an archived client will not be shown in main search pages like the calendar.

1. Open the Clients tab, find the client (search or scroll), then select Actions → Archive.

The archived client has been moved into your archived client list (click archived & scroll or search for the client).

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Restore a client

1. Open Clients, then click the Archived tab at the top of your clients table.

2. Find the client, then select Actions → Restore.

After restoring, the client appears in the Active tab (and no longer in Archived).