Archiving clients

Steps

1. Archive a client when you want to remove them from active operational lists without deleting booking history.
2. Do not archive a customer who still has active future bookings unless you have already handled those appointments correctly.
3. Restore the client later if they return and you want to continue using the same history and notes.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.