Archive a client
Archive a client from their page or the Home list, on web or mobile.
Where: Web or mobile app, for coaches
Archive clients you no longer train. Archived clients do not count toward your client limit.
Steps
Open the client, then select More.
Select Archive profile.
In Archive this profile?, select Archive.
Common questions
What happens to the client when I archive them?
The client leaves your active list. Their app login turns off until you restore them. Their data is kept. Archived clients do not count toward your client limit.
What does "Delete Instead" do?
On web, the archive window can show a Delete Instead button. It opens a window to delete the client instead of archiving them. The button does not show if your organization keeps every client record or uses reporting.
What happens to archived clients over time?
They are deleted after 1 year. This does not happen if your organization keeps every client record or uses reporting. When a delete date applies, the Archive tab shows it next to Deletes.
Why does Home show "You're N clients over your plan limit"?
Org admins and solo coaches see this banner when they have more active clients than the plan includes. Archive some clients or select Manage plan to upgrade.
I am an additional coach on this client. Can I archive them?
No. Only the client's main coach or an admin can.
Can I archive many clients at once?
Yes, on web. See Act on many clients at once from Home.
Can I restore a client right away?
Not always. You must wait 30 days after you archive a client, unless your plan has unlimited clients. See Restore or delete an archived client.