Skip to main content

Archiving clients

How to end your clients' service

Rocio Solis avatar
Written by Rocio Solis
Updated over a week ago

Ending a client's service is an important part of keeping your active client list current. Archiving a client means you can no longer schedule visits for them.

Here's how to archive a client in Nursebuddy:

  1. Go to People and then Clients.

  2. Select the client's name.

  3. Click the Edit button.

  4. Navigate to the Service tab.

  5. Click the "Service end/Archive date" field and choose the correct date.

  6. Click Save.

That's it! They're archived! If you need to review your archived clients, go to People > Clients and click the Archived clients button.


​

Did this answer your question?