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What happens when I archive a client?

Understanding the Client Section

Updated over 2 weeks ago

Archiving a client in Trova changes their status to inactive, removing them from the active client list. However, their profile remains accessible, allowing you to view:

  • Historical information

  • Notes

  • Payment details

Archiving is a helpful tool for maintaining a clean and organized client list. To ensure you’re only viewing active clients, remember to adjust your filter settings in the client section.

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