What happens when I archive a client?

Archiving is a reversible “put away,” not a delete. The client is removed from your active client list, from the home-page Balances reminders, and from needs-attention items — but all of their records are retained and stay accessible under Settings → Clients.

Does archiving delete the client’s data?

No. Nothing is deleted. Archiving only sets the client aside; their sessions, notes, and history remain intact and viewable.

Archiving clients

When you finish working with a client, archiving tidies them out of your active caseload without losing any of their records. It’s reversible at any time.

What does archiving a client do?

Archiving is a reversible soft-delete — the client is set aside, not erased. Once archived, they’re:

Removed from your active client list and normal search results.
Dropped from the home-page Balances reminders.
Removed from needs-attention items tied to that client.

All of their data — sessions, notes, treatment plans, history — is retained and stays accessible under Settings → Clients.

How do I archive a client?

Open the client’s actions menu and choose Archive Client (also available from the row menu in Settings → Clients). You’ll get a quick confirmation: “They’ll be removed from your active client list. Their records will remain accessible in Settings/Clients.” Right after archiving, an Undo toast appears if you change your mind.

How do I restore an archived client?

Archived clients stay viewable — they show an Archived badge in search and in Settings → Clients. Open the client and choose Restore Client to bring them back to your active list. Restoring is instant and loses nothing.

Good to know: archiving affects your active list, reminders, and needs-attention items. It does not delete past appointments from the calendar record.