Archiving and Deleting Clients

In Power Diary, there are two methods you can use to remove a client from your Power Diary account: 

  1. Archiving
  2. Deleting 

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A client profile that has been archived can be restored again.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

1
Go to the client profile you want to archive. Use the search bar on top of Power Diary to search for the client. 

2
On the client’s profile page, click on Admin to go to the Admin Settings page.

3
Here, simply click on the yellow ARCHIVE button to archive the client.

4
Click OK when the confirmation box appears.

That’s it; you’ve successfully archived a client profile! 

How To Unarchive Clients

1
To unarchive a client, navigate to PEOPLE Clients and click on the Advanced Search button.

2
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.

3
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.

4
Go to the Admin Settings page by clicking on Admin on the left-hand menu.

5
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:

1
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.

2
On the client’s profile page, navigate to the Admin Settings page using the menu bar on the left side of the screen.

3
On the Admin Settings page, click on the red DELETE button.

4
A confirmation box will appear. Again, click on the red DELETE button.

5
Again, another confirmation box will appear asking you to type DELETE in all-caps. Do that and click OK.

That’s it. 

Your client will be completely (and permanently) deleted from your Power Diary database. 

Still need help? Contact Us Contact Us