How do I access Inactive Clients?

Accessing inactive clients is as easy as setting a filter from your client list!

Read on for the step by step guide to find your previously inactive clients.

Steps to access an inactive client

Note: By default, the client search displays clients with either new or active status only. Use the following steps to view your list of inactive clients.

  • Clients (left menu)
  • On the filters to the right, find Client Status and click on it:
  • From the dropdown, select Inactive and ensure it's checked:
  • This will reveal that the filter has been applied:
  • Then click at either the top or bottom of the filter menu on the right:
  • The search will then reveal your inactive clients: