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Archiving clients

How to end your clients' service

Rocio Solis avatar
Written by Rocio Solis
Updated this week

When a client is archived, you can't allocate visits to them.

To archive clients that no longer require an active service on Nursebuddy go to People > Clients then select client name

  • Click the Edit button on left of screen

  • Click Service tab

  • Click in the "Service end/Archive date" field, select the date from the calendar and click Save button


To review your archived clients, go to People > Clients and click the Archived clients button.


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