How do I archive a client?
Archiving removes a client from the active list while retaining their history. It is different from permanently deleting data.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the client profile and its more-actions menu.
Choose Archive Client and read the confirmation.
Confirm archiving. Use the Archived filter in Clients to find the record later.
Use Unarchive when you want to resume working with the client.
How you know it worked
The client no longer occupies an active-client slot. Unarchiving requires available capacity.
If something looks different
Do not use archiving as a substitute for checking ongoing schedules or as a promise of permanent deletion.
Where do I find a client’s work, notes, and sessions together?
The client profile keeps the relationship in context so you can read the thread before choosing another action.