Archiving and restoring clients

Manage which clients appear on your dashboard by archiving or restoring them.

Slavomir Benko avatar
Written by Slavomir Benko
Updated over a week ago

Instead of removing clients permanently, you can archive and restore them as you need. If you have someone that pauses and then resumes therapy, it’s an easy way to restore their profile without having to do all the data capture again.

You can archive a client in 2 ways - directly on the client Profile or in the Settings. The latter is also from where you can restore the client, if you want to unarchive him. This will make him appear back on your clients list on the Dashboard.

See the screenshots below for more details:

Archiving from Edit client section:

Archiving from Settings/Clients:

Restoring from Settings/Clients

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