Archive or restore a client

Keep the active roster useful when coaching changes.

Take a closer look

1. 1

   Open the correct client

   Review the client's profile and current status before making a change.

2. 2

   Choose the status action

   Use Archive client when they are no longer active. Review the confirmation carefully.

3. 3

   Restore when ready

   Open an archived client and choose Restore client if your active-client capacity allows it.