Archiving and removing clients

Archiving a client

When you're no longer working with a client, you can archive them to keep your list clean.

To archive:

• Go to Clients
• Find the client
• Click the three dots menu (⋮)
• Select Archive
• Confirm

What happens when you archive?

• The client is removed from your active list
• All reminders stop
• Their payment history is preserved
• They don't count toward your client limit

Can I get them back?

If you start working with the client again, you can add them as a new client. Their previous history won't be linked, but you can reference your records.

Deleting vs archiving

Archive: Removes from active list, keeps records
Delete: Not available - we keep records for your protection

We don't offer permanent deletion to ensure you always have payment records if needed.

Bulk archiving

Currently, you need to archive clients one at a time. This ensures you don't accidentally remove active clients.

Related: Client limit on Free plan