💡 In short: what the client sees Archived client: nothing changes on their side. They keep access to the app and to all their programs, even if you don't remove them from their file. Deleted client: their plans are archived and they no longer have access to them. They still have access to the app (messaging, files, etc.). Access removed: the client can no longer access their account. This is the only way to fully cut off their access (see the “Remove the client's access” section). |
Archive
Click the “Contacts” tab.
Select the client.
Click the “Actions” button, then choose “Archive”.
⚠️ An archived or deleted client keeps counting toward your plan's active clients for up to 3 months after their last action. Archiving or deleting a client therefore doesn't free up a spot right away. To learn more, see I've reached my active client limit (even after archiving or deleting clients). |
Delete a client or remove them from the archive
Once a client is archived, they can be deleted or made active again.
Click the “Contacts” tab.
Click the “Active” button and choose the “Archived” option.
Select the client.
Click the “Actions” button and choose the option you want:
Remove from archive.
Delete.
⚠️ Email in use
When a client is deleted, their account is only deactivated. Their account therefore still exists, and their email address is still considered in use.
To free up their email address, the client must write to one of our Hexperts.
Other providers
If several providers are on the client's file and you archive the client, only the link between you and the client is removed.
The other professionals on the account will still see the client as “Active” on their side.
For the client, nothing changes: they keep access to the app and their programs.
To remove other providers from the client's account, go to the “Providers” section and archive them.
Remove the client's access
Archiving or deleting a client doesn't remove their access to the app. They can still use messaging, read their files, etc.
An archived client also keeps access to all their programs. Only a deleted client loses access to their programs, because their plans are archived.
If you want to remove a client's access to their account, you can do it with the “Actions” button.
💡 Tip This can be done whether the client is archived or not. It can be useful if, for example, the client has an unpaid balance. You can then restore their access once their payments to you are up to date. |
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Consequences
Archived client: nothing changes on their side.
They keep access to the app and to all their programs, even if you don't remove them from their file.
Your plan's active clients: they keep counting for up to 3 months after their last action.
Deleted client: their plans are archived.
The client no longer has access to their programs. They still have access to the app (messaging, files, etc.).
On the professional side, the programs go to the “archived” section and can be cloned to be reassigned in the future.
Your plan's active clients: they also keep counting for up to 3 months after their last action.
Access removed
The client loses all access to their account.