USER GUIDES

  1. All user guides
  2. Client Management
  3. Client Records
  4. Archive or delete a client

Archive or delete a client

Archive a client

Keep your workspace neat and tidy by archiving clients that no longer attend your practice.


Archiving hides the client from showing up in the main search results and hides their visibility on the client page, (the client will never be deleted from the system).

You can easily reverse this function at any time if you ever need to view the client information.


Please Note 

Any files saved alongside the archived client record will continue to count towards your storage allowance.

Delete a client

This function permanently removes all client data from the system. Once deleted, it's not possible to reverse this action.

Who can use this function? Account owner or admin

  1. Open up the client profile and select the menu icon.

  2. Select "Delete Client" from the menu options.

  3. Enter the words "DELETE" to confirm deletion of the client record.

Warning! 

Deleting a client is a permanent action and cannot be reversed.