Delete or Archive Clients

You can delete a client from your database at any time, provided they have not completed any transactions. The information on a deleted client will be erased.

Once a client has transaction history, they can no longer be deleted, only archived. Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future.

 

How do I delete or archive a client?

IN CLIENTS > ACCOUNTS 

 

Simply click on the trash can on the right-hand side to delete or archive the client.

HEADS UP! If the account contains more than one person, you must delete from directly within the client's account.

 

IN THE CLIENT ACCOUNT 

The same operation is also available directly in the client's account.  

  1. Click on the Account Members sub-tab. 
  2. Select the name of the person you wish to delete/archive
  3. Click on the small trash can in the bottom right corner of the screen to delete or archive the person you have selected.  

HEADS UP! If the account contains multiple members, you must delete everyone else before deleting the account owner. It is, however, possible to archive the entire account at once by archiving the account owner. 

Careful – an archive is not a do-over. Any purchases remaining in an archived account are still valid.

 

How do I reactivate an archived account?

Once a client file has been deleted, it is not possible to recover the account.

Archived accounts can be reactivated by filtering your client list.

From the Clients tab, click on the Add filter drop-down menu and filter by Archived accounts. You can then select 'Archived Only' to view a list of all archived clients in your database. 

When you find an archived client, click on the  icon that now replaces the trashcan in your client list to reactive them. Once inside the account, the  icon can be found in several locations to facilitate reactivation. 

Have more questions? Submit a request

0 Comments

Article is closed for comments.