The status of a client in Trova, whether active or archived, is essential for effectively managing your client list. Here’s how it works:
Active Clients: These are clients with ongoing interactions, such as current appointments, active billing, or recent activity.
Archived Clients: These are clients whose records you’ve stored for reference but are no longer actively engaged. Archiving allows you to retain important historical information without cluttering your active client list.
This distinction helps you maintain an organized and streamlined client database, making it easier to focus on current clients while keeping past records accessible when needed.