Clients
Archive or unarchive a client
Admins & staff
Hide a client you no longer work with from your list, or bring an archived client back.
Where:SidebarClients
- Select Clients in the sidebar.
- Select the three dots at the end of the client's row, then choose Archive. You can also open the client and select Archive.
- In Archive Client?, select Archive.
- To bring a client back, tick Show archived, select the three dots on their row, then choose Unarchive. You can also open the archived client and select Unarchive.
- In Unarchive Client?, select Unarchive.
Good to know
- Archiving hides the client from your default list, but it does not delete them or their tasks.
- An archived client gets no reminders and their portal link stops working until you unarchive them.
- An archived client still holds their email address, so you cannot add a new client with it.
Related
- Find a clientSearch your client list, or filter it to the clients who need your attention.
- Edit a client's detailsChange a client's name, email, phone, notes or the staff member responsible for them.
- Stop reminders on a taskStop Hydi reminding a client about a task by completing or cancelling it.