You can remove or hide your clients who are no longer involved with your business with just a few clicks Here's how. 

Make Customers Inactive

From the main "Customers" list, you will see a column titled "Active?". Click "yes" to turn a client inactive, or "no" to make them active. It's that easy! Click to hide and click to un-hide!

Can I set customers to be inactive or remove them from my list? — screenshot 1

Can I set customers to be inactive or remove them from my list? — screenshot 2

Or, if you're in a client's profile and you'd like to set them as inactive, click the "Active?" toggle then hit SAVE. 

Can I set customers to be inactive or remove them from my list? — screenshot 3

 

Show Inactive Clients

Then, if you want to view your inactive clients, click the "Show Inactive Customers" link to show those clients (sorted alphabetically) in your main customer list.

Can I set customers to be inactive or remove them from my list? — screenshot 4

That's about it! Any questions? Chat with us or send us an email to support@fitli.com.