How To: Reactivating Clients

Please note: The ability to reactivate a client is based on your role and access level.
If you do not see the reactivation option when following the instructions below, please contact your Super Admin to review your permissions.

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Steps to Reactivate a Client

1. Go to Clients from the main menu

2. Toggle on "View Inactive Clients" to display deactivated records

3. Use the search bar to locate the client you want to reactivate

4. Scroll to the far right of the client listing

5. Click the Reactivate icon (circle arrow)

6. A pop-up will appear asking you to confirm reactivation

7. Click Confirm

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✅ The client will be restored as an active client in your system and will reappear in standard views and filters.

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