How to Archive Clients

Archiving clients on Liaqa allows you to manage your active client list while controlling costs efficiently, as the platform operates on a pay-per-client basis. This feature is particularly useful if you’re no longer actively working with a client but wish to retain their information for future reference. Here’s how to archive clients in your Liaqa account.

Steps to Archive Clients

1. Log In: Visit liaqa.com and sign into your account.
2. Access Team Area: Select the ‘Team’ option from the main menu to navigate to your team management dashboard.
3. Navigate to Clients: Click on the submenu item ‘Clients’.
4. Locate Client: Find the client you wish to archive in the client list. You can use the search function to look them up by name or email.
5. Initiate Archive: Hover over the client’s name and click on the middle icon (a square with an arrow pointing down), which signifies the archive function.
6. Confirm Archive: A popup will appear to confirm the client’s archiving. Proceed with the confirmation to archive the client.

Important Note:

Archived clients will not have access to any of Liaqa’s app features or their previous workouts. It is important to consider whether the client might resume training in the future.

Archiving clients is a straightforward process that helps you maintain a tidy and cost-effective list, ensuring you only pay for active clients while storing valuable data for future interactions.