Archive a client Front desk

The client is out of the list and can't be booked, with their history and files kept.

Before you start

Front desk The front desk can do this: the Administrator and Operators.

Start here

My Clients › the client's row menu, or the menu on their profile

Steps

  1. 1

    Choose Archive.

  2. 2

    Confirm.

    The profile becomes read-only and gets an Archived label.

Good to know

  • Their phone number and email stay reserved, so no new client can use them. Staff can't archive clients.

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