Deleting or Archiving a Client

Select ‘Clients’ from the menu on the left hand side of the page:

Hover over the Client you wish to archive or delete, and at the top right of the widget, 3 options will be presented:

  1. Add a Client Tag
  2. Archive Client
  3. Delete Client 

Select the action you wish to take and your Client will be updated accordingly

NOTE - The Client Dashboard can be filtered to display All / Active / Archived Clients