Navigate to the Scheduling tab, and then select the Clients icon.
Search the Client Name.
Select the Client you wish to edit.
Select the Status you would like to set the Client Profile to.
Active: Used when the client is active.
Hold: Typically used when a client is temporarily ceasing transportation services. You will not be allowed to schedule a trip for a client that is marked as On Hold.
Inactive: Typically used when a client is permanently ceasing transportation services. Inactive clients will not appear throughout RoutingBox. They can only be found through the advanced Search tab. Making a client Inactive will prompt the system to ask you if you want to cancel all their outstanding trips.
Click the Save icon to update the Client Profile.
