You can now archive clients you are no longer seeing, making it simpler to manage your client list. You’ll be able to clearly see which clients are active and which have ended care.
What do I need to do?
Log in and review your client list. All clients will be listed under the "Active" tab. Please archive clients who are no longer active, including those you've completed care with or those who have disengaged. Keep clients with upcoming appointments marked as active.
How do I archive a client?
Select the client you wish to archive, then click 'Archive' in the top right corner.
Where can I see my archived clients?
All archived clients will automatically appear under the 'Archived' tab.
How do I unarchive a client?
In your archived list, select the client you wish to reactivate. Click 'Unarchive' in the top right corner, and the client will be moved back to your active list. The client will not be notified of this.
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