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.
  • 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.

To inactivate a client profile

Note: Clients who have future appointments booked in Meevo cannot be inactivated.

  1. Locate and select the client profile.
  2. Select Edit.
  3. Under Status, select the Active switch to toggle it to Inactive.

  1. Select Save.

To reactivate a client profile

  1. Locate and select the profile. Remember to select Inactive from the Advanced Search menu to search for inactive profiles.
  2. Select Edit.
  3. Under Status, select the Inactive switch to toggle it to Active.

  1. Select Save.