CLIENTS & ONBOARDING

Pause or archive a client

Pause work for a client, archive a former client, or reactivate one.

Client statuses are Onboarding, Active, Paused and Archived.

How to do it

  1. Open the client's setup and go to the Review step.
  2. Select Pause client, Archive client, or Reactivate client for a paused or archived client.

Only agency owners and admins can change status. Archived clients are hidden from the client selector and onboarding health; choose All in the Status filter on All clients to find them.

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