Inactivating or Reactivating a Client Profile
If a client will no longer frequent your business (for example, if a client is moving), you should inactivate the client's profile. When you inactivate a client's profile:
- The profile is removed from the default Client Quick Find results, resulting in more accurate search results.
- You ensure that your active client list, which marketing and reporting may rely upon, is up-to-date.
- The profile is inactivated at your location only. If the client profile exists at other locations, the profile will not be made inactive at those locations.
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
To inactivate a client profile
Note: Clients who have future appointments booked in Meevo cannot be inactivated.
- Locate and select the client profile.
- Select Edit.
- Under Status, select the Active switch to toggle it to Inactive.
- Select Save.
To reactivate a client profile
- Locate and select the profile. Remember to select Inactive from the Advanced Search menu to search for inactive profiles.
- Select Edit.
- Under Status, select the Inactive switch to toggle it to Active.
- Select Save.