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Archive or restore a client

Archiving hides a client from your lists and keeps their record. You can restore them at any time.

Archive a client you no longer see. Their record, notes and invoices are kept.

  1. Open the client's page.
  2. Choose More, then Archive client.
  3. Choose Archive to confirm.

A client with sessions still to come cannot be archived. Bliss says "Cancel their upcoming sessions first." Cancel them, then archive.

Restore a client

  1. Go to Clients and choose Archived clients at the bottom of the list.
  2. Choose Restore beside the client.

Erase a client for good

Owners can erase an archived client permanently from Archived clients, with Erase permanently. This deletes their details, notes, diagnoses, treatment plans, homework, form answers and documents, and cannot be undone. Invoices are kept for at least 8 years, as tax law requires, with the name removed. Notes on group sessions are kept, because they are part of the other clients' records.

Still stuck? Contact us and tell us what you were trying to do.