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How do I delete or archive a client?
How do I delete or archive a client?
Matt Marquez avatar
Written by Matt Marquez
Updated over 2 years ago

If you need to delete a client, it's simple. Remember, however, that any data on a deleted client is removed from our database and can not be retrieved. If you would instead like to simply “pause” the client for future use then you can Archive them.

How to delete or archive a client:

1. Log in to Train.westrive.com
2. Click on the Clients tab on the left side menu bar
3. Click into the client you would like to remove
4. On the side navigation bar, you'll see a tab labeled Settings
5. At the bottom of the page, you will see an information box labeled Personal Settings with the option to remove your client.
6. Once you click on Remove Client you'll be asked to confirm if you would like remove the client. (Same scenario with Archive Client).
7. Once you say, I am sure, you will get a confirmation that your client has been removed or archived.

You should no longer see your removed client on your client list. If the client was archived you can find them on the Archive page under the Client Tab.

Again, if you know a client is coming back to WeStrive, simply just archive them instead of deleting them. You DO NOT have to pay for Archived clients.

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