Archiving and Deleting Clients
In Power Diary, there are two methods you can use to remove a client from your Power Diary account:
Both these methods on the surface do the same thing. They stop the client profile from appearing in the search results, drop-down lists and more.
Yet, there is one main difference.
A client profile that has been archived can be restored again. But a client profile that has been deleted cannot.
In this article:
Archiving A Client
Go to the client profile you want to archive. Use the search bar on top of Power Diary to search for the client.
On the client’s profile page, click on
Admin to go to the
Admin Settings page.
Here, simply click on the yellow
ARCHIVE button to archive the client.
OK when the confirmation box appears.
That’s it; you’ve successfully archived a client profile!
How To Unarchive Clients
To unarchive a client, navigate to
Clients and click on the
Advanced Search button.
Scroll down until you see the setting called
Archived. Click on it. In the drop-down menu that appears, select
Archived Clients Only. If you want, add other filters as well.
Once done, click on the
Show Filtered List button on the bottom-right corner of your screen to open the list of archived clients. Click on the client name you want to unarchive from the list to go to their profile.
Go to the
Admin Settings page by clicking on
Admin on the left-hand menu.
Click on the
UNARCHIVE button at the bottom-right corner of the page.
This will unarchive that client and make them active, meaning you can again start creating appointments for them in Power Diary.
Archiving Multiple Clients At Once
Go to Tools → Bulk Update using the left-hand menu on Power Diary.
If you want to get the complete list of clients, simply click on the Get Clients button at the bottom-right corner of your screen. But if you want, you can use the filters to get a list of specific types of clients to archive.
When the list of clients show up, simply tick the ones you want to archive and click on the blue Archive button at the bottom of your screen.
Permanently Deleting A Client
In Power Diary, you can permanently delete a client. Doing so will remove them completely from your account and from our database as well. This means once you permanently delete a client, you won’t be able to restore them back to your account.
Here’s how you can permanently delete a client:
Use the search bar on top of the Power Diary dashboard to search for the client you want to delete. Click on their name to go to their profile.
On the client’s profile page, navigate to the
Admin Settings page using the menu bar on the left side of the screen.
Admin Settings page, click on the red
A confirmation box will appear. Again, click on the red
Again, another confirmation box will appear asking you to type
DELETE in all-caps. Do that and click
Your client will be completely (and permanently) deleted from your Power Diary database.