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. Clients can be archived from the Clients tab or directly from the Client Details page.
- Archived Clients does NOT count towards your monthly Client Total, all their information and Notes are stored in TheraNest free of charge when Archived.
- You will not be able to edit or view the Client's information or Notes when they are archived, but you can unarchive the Client to view their information.
- You can archive and unarchive a Client at any time.
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] [Unarchive a Client]
Archive a Client from Clients Tab
- Click Clients on the main navigation.
- Click Archived button for desired Client.
- OR select checkboxes for all Clients 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.
