How to Set Your Client's Profile to Inactive/Active

Instead of deleting client profiles, you can set them to Inactive, similar to archiving them! This is useful if you want to work with clients at a later date or re-initiate new payment requests at a later time. Moving clients to inactive allows you to see who's actively engaging and receiving services without having to delete the client account. Moving them to inactive will remove them from certain pages (e.g, subscriptions, invoices), but filters for the status will make them available for viewing.

Lastly, the setting that is available to show this to Advisors to edit the client and move them to an Inactive state is located under the Firm Settings, Clients, Allow Advisors to Edit Clients, is turned "on".

To get started, head over to the left sidebar and click Accounts>Clients. The page will display clients listed as All clients.

1). The default tab is the Active tab.

2). Under the respective tabs, you'll also see Inactive.

When clients are moved to Inactive, they will show under that tab, the same as all Active existing clients.

How to Set Your Client's Profile to Inactive

Each client can be moved to the Inactive tab using the dropdown arrow on their name and clicking Mark as Inactive. Please note, that any unpaid invoices, failed invoices, or active/paused subscriptions must be canceled before marking as inactive. If these are not in these statuses, an error will show.

When clicking Mark as Inactive a modal will show:

Once confirmed the client will move to the new Tab-Inactive.

If they cannot be moved, an error will show why:

Once you remove any of the reasons on the client profile, they can be moved to Inactive thereafter.

How to Set Your Client's Profile to Active

Any client in the Inactive tab can be moved back to Active if you plan to engage with them and begin providing services again!

1). Head to Accounts>Clients>Inactive.

2). Locate your client and click the dropdown to click Mark as Active.

A green banner will show at the top right of the screen when the client has been moved to Active. In the Active tab, you'll then see the client's profile.