Archiving Clients

Archiving clients is a way to “put away” clients you don't need to see on the Client Board view without having to delete them.  Clients that have been archived can also be un-archived at any time.

How to archive a client

1. 1.Tap on the client’s disclosure button
   

2. 2.Tap the Edit button
   

3. 3.Tap on “Archive Client”
   

4. 4.Confirm by tapping the “Archive Client” button

How to un-archive a client

1. 1.Tap on Settings
   

2. 2.Tap on “View Archived Clients”
   

3. 3.Tap on a client to be un-archived
   

4. 4.Tap the “Unarchive” button
   

5. 5.Confirm by tapping the “Unarchive Client” button