Who can use this feature?
Pike13 Plan:
Role:
- More information about Pike13 Plans and Roles
Sometimes clients leave. To keep your client list up-to-date, you can remove a client from the list by hiding their profile or deleting it altogether.
In this article
Hide a client
Hiding the client removes the client's name from the client list, but they are still searchable from this view. Their profile and history remain in your Pike13 account and can be accessed in reporting. Their name is kept in MailChimp and they are marked as hidden.
Hiding a client does not stop billing the client, nor does it cancel their registration in future appointments, classes, and courses. To stop that client's billing process, cancel each of their plans and passes.
- At the top of any Pike13 page, click Clients.
- Select the client that you want to hide.
- At the right under Advanced Actions, select Hide [client's name], and then click OK.
Reactivate a hidden client
You can add a hidden client back to your client list by reactivating them from their profile.
- At the top of any Pike13 page, click Clients.
- In the search box enter the name of the client that you want to reactivate, and then click the client's name.
- At the right under Advanced Actions, select Reactivate [client's name], and then click OK.
Delete a client
Deleting a client removes their profile from your client list but their history remains in your Pike13 business reports and service attendance lists.
- At the top of any Pike13 page, click Clients.
- Select the client that you want to delete.
- At the right under Advanced Actions, select Delete [client's name]'s profile, and then click OK.
Reactivate a deleted client
- At the top of any Pike13 page, click the bar graph icon.
- Select Clients & Staff.
- Choose the Clients report, select Details.
- Click on the name of the deleted client.
- From here, choose undo to reactivate the client.
Run a report that lists hidden or deleted clients and separates them from other clients
- At the top of any Pike13 page, click on Analytics & Reporting, select Clients & Staff, then choose the Clients report.
- In the Clients report, select Details. Once this loads, select Filter, and then do one of the following:
- To exclude all hidden and deleted clients from the report, choose the Client Status filter, set it to equals Active, and then click Apply.
- To list only hidden clients in the report, choose the Client Status filter, equals Hidden to find hidden clients or Delete to find deleted clients, and then click Apply.