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Archiving a client

Archive clients who no longer have an active treatment to get a cleaner client list.

Updated over a month ago

Who is this article for?

This article is for therapists who have a client they wish to archive or delete.

How do I archive a client?

Click the three dots next to a client name to select Archive Client.

To view archived clients, click the text at the bottom of the list, Show archived.

How do I reactivate a previously archived client?

To reactivate a previously archived client, click the three dots again, and select Reactivate client.

How do I delete a client?

Deleting a client permanently is not supported at the moment. If there are compelling reasons to delete a client permanently, contact support.

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