How Can We Help You?

Client Management

How to mark a client as inactive or archive them?

1 min read Updated October 2026

Follow these steps

Step 1:

From the left navigation menu, click on Clients.

Step 2:

Click on the client profile that you want to archive.

Step 3:

Above the Client management tab, click on the Status dropdown (set to Active by default) and select Archived.

Step 4:

Click on Submit to save the status change.

Step 5:

Return to the Client Management page and click on the Archived tab to view the newly archived client profile.

Result

  • The client is successfully archived and can be accessed anytime from the Archived tab in the Client Management section.

Related in Client Management