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How to deactivate a client

Clients can be easily switched between active and inactive status, helping maintain an organized and up-to-date client list.

Updated over a year ago

Step 1: Select a Client on the Clients Page

  • Open the clients page.

  • Choose a client from the list on the left.

  • Click on the client's name to select them.

Step 2: Press the Active/Inactive Button

  • At the top of the client's details, locate the "Active/Inactive" function.

  • Selecting it will toggle the client's status:

    • If the client is active, this action will make them inactive and the client will not be available for selection when scheduling new projects.

    • If the client is already inactive, this action will make them active.

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