How to Deactivate a Client

Clients can be deactivated individually or in bulk. Deactivation removes the client from active listings but does not delete their record, and they can be reactivated at any time.

Please note: The ability to deactivate a client is based on your role and access level.
If you do not see the deactivation options when following the steps below, please reach out to your Super Admin to review your permissions.

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Option 1: Deactivate a Single Client

1. Go to Clients from the main menu

2. Scroll to the far right of the client listing

3. Click the X icon next to the client’s name

4. A pop-up will appear asking for confirmation

5. Click Confirm to deactivate the client

✅ Deactivated clients can be reactivated at any time.

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Option 2: Deactivate Multiple Clients at Once

1. Go to Clients

2. Use the checkboxes on the left to select multiple clients you want to deactivate

3. Once selected, go to Client Actions in the upper right

4. Click Deactivate Clients

5. Confirm your selection

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Tip: You can use filters to quickly locate clients by site, status, or assigned staff before deactivating.

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