You may need to inactivate a client if they have terminated or discontinued services, or if their services are temporarily on hold. Inactivating a client removes them from your active client list without permanently deleting their data, allowing you to reactivate them later if needed.
Step-by-Step Guide to Inactivating a Client:
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Navigate to the Clients Section:
- Log in to your ReadySetConnect account.
- From the main navigation menu (usually on the left side), click on the "Clients" icon or link. This will take you to your list of clients.
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Select the Client to Inactivate:
- On the Clients page, locate the client you wish to inactivate. You can use the search bar or filters to find them.
- Once found, click on the client's name or the "edit icon" (often a pen icon) next to their name to open their client profile. (The red arrow in the provided image points to a checkbox; however, based on typical client management systems, clicking the client's name or an edit icon is usually how you access their profile to make changes. If the system allows inactivation directly from the list via a checkbox and then a "bulk action," that would be a different process. Assuming 'Select a Client' means accessing their profile for this action.)
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Access Advanced Options:
- Within the client's profile, look for a section or tab labeled "Advanced Options", "Status", or similar. Click on it to reveal additional settings.
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Uncheck the "Is Client Active" Box:
- Locate the checkbox labeled "Is Client Active" (or similar phrasing like "Active Status").
- Uncheck this box. This action marks the client as inactive within the system.
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Save Your Changes:
- After unchecking the box, make sure to click the "Save" or "Update" button (usually found at the top right or bottom of the client profile page) to apply your changes.
What Happens After Inactivating a Client?
- The client will no longer appear in your default "Active Clients" list.
- Their data (notes, history, reports, etc.) remains stored in the system and can be accessed by searching for inactive clients.
- The client will typically lose access to their portal (if applicable) and will not receive automated reminders or notifications.
How to View Inactive Clients:
To view clients who have been inactivated, you can usually:
- Go to the "Clients" section.
- Look for a filter option such as "Ticket Status," "Show Inactive," or "All Clients." Selecting this filter will display both active and inactive clients.
Client information can still be accessed on the platform after being inactivated. To check for Inactive Clients, go to Clients > Select Inactive Clients on the dropdown menu.
Video Tutorial: https://youtu.be/p6l-DWP1eCw