We recommend that you Archive Clients (rather than deleting them). Archiving Clients removes them from your Active Clients list, but leaves associated Client data intact.
- Archived Clients does NOT count towards your monthly Client Total, all their information and Notes are stored in WebABA free of charge when Archived.
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You are able to view but not edit the Client's information or Notes when they are archived.
Click Customize Grid to see available information fields. - You can archive and unarchive a Client at any time.
- You must have at least one active client at all times.
NOTE: When you archive a Client their Appointments will remain on the Calendar. If you do not intend to have any further appointments with the Client please delete the Appointments first then follow the steps below to archive.
Jump to Section [Archive a Client] [Archive a Client from Client Details Page] [Unarchive a Client]
Archive a Client
- Locate Client and open Client Profile.
- Click Archive button for desired Client.
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OR select checkboxes for all Client you wish to Archive and click Archive Client(s) button.
Archive a Client from Client Details Page
- Click Clients on the main navigation.
- Search for or find the desired client and click their name to open Client Details.
- Click Archive.
Unarchive a Client
- Locate Client and open Client Profile.
- Click Archived Client toggle.
- Select checkboxes for desired Clients and click Unarchive Client(s) button.