š Overview
Deactivating a client hides them from your active client list without deleting their profile, pets, or history. If a client returns, you can reactivate them at any time from their profile. Reactivating a client keeps all of their existing details, appointment history, and pet records intact.
ā ļøPlease Note:
Opening a client's profile and saving it without making changes does not reactivate the client. The inactive setting has to be turned off on the profile itself.
š ļø How To Reactivate a Client
š„ļø Website
Click the arrow to learn how to reactivate a client on the website
Click the arrow to learn how to reactivate a client on the website
Click the Clients/Pets tab at the top of the page, then either search for the client's name or use the Active/Inactive dropdown to filter Inactive clients.
Click on the client's name, then navigate to the Personal Info tab and uncheck the "This client is no longer active" box. Then click Save & Exit to reactivate the client.
š±Mobile App
Click the arrow to learn how to reactivate a client on the mobile app
Click the arrow to learn how to reactivate a client on the mobile app
Tap Clients at the bottom of the screen and search for the client's name
Tap on the client to view their information, then tap Edit
Scroll to the bottom of the page until you see the No Longer Active toggle. Switch that toggle off and tap Save to reactivate the client.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
I saved the client's profile but they are still inactive. Why?
Click the arrow to see the answer
Click the arrow to see the answer
Saving a profile without changes does not change a client's active status. From the website, open the client's profile, uncheck This client is no longer active, then save. On mobile, open the client's profile and click edit, then scroll down to the No Longer Active toggle and swipe it off, then save.
Does reactivating a client restore their appointment history and pets?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Deactivating a client does not delete any information. All client details, pets, and appointment history remain attached to the profile and are available again once the client is reactivated.