< Client Management < Making a Client Inactive

If it is not possible to Delete a Client because they have activity on their account, then you can make them Inactive. This will help tidy up your view, and ensure that your admin staff don't access or schedule work to an Inactive client's record by mistake.

 

How do I make a client inactive?

 

 

 ON DESKTOP:

Navigate to Clients > Client Admin > Settings

STEP 1

​​​

  • From the client record, click the "Client Admin" option from the navigation pane, then click "Settings".

  • Toggle off the box for "Active" and click "Update"

 

Your client will no longer be visible in the normal Clients list.
 

  • Clients who are inactive can still be found by checking the "Include inactive clients" view in the client search. See Finding an Inactive Client for more information.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

    • From the client record, tap the "Client Admin" option from the navigation pane, then tap "Settings".

STEP 3

​​

  • ​Toggle off the box for "Active" and tap "Update".

  • Your client will no longer be visible in the normal Clients list.

  • Clients who are inactive can still be found by checking the "Include inactive clients" view in the client search. See Finding an Inactive Client for more information.

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