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How to Remove a Client from your Client List.
This article will inform you how to remove a client from your client list, which involves changing their status to "Not Active". "Not Active" clients will not appear on your active client list and not take up a seat.
1. Locate client in question from your client list and click the "Edit" to the right of their client name.
2. Uncheck the "Client Active" checkbox to set the client to not active status and then click the "Save" button. This will remove them from your client list.
- Please note, you can access your list of “Not Active” clients via clicking the “Advanced Search” button next to the search bar. This will provide you with the “Advanced Search” popup where you can chose to view your “Not Active” clients.