Archiving Clients

When a client stops coaching with you — whether temporarily or permanently — you can archive them to keep your active roster clean without losing any of their data.

How to archive a client

1. Open the client's dashboard.
2. Click the three-dot menu in the top-right corner of the header.
3. Select Archive.
4. The client is immediately moved to archived status.

What happens when you archive

• The client disappears from your main Clients directory, keeping your active roster focused on current clients.
• All of their data is fully preserved — check-ins, meal plans, workout plans, goals, notes, progress photos. Nothing is deleted.
• The client's lifecycle stage changes to "Archived."

Archiving is a soft action. Think of it as putting a client's folder in a filing cabinet rather than the recycling bin.

How to unarchive a client

If a client comes back or you need to reactivate them:

1. Open the client's dashboard (you can find archived clients by including them in your view).
2. Click the three-dot menu.
3. Select Unarchive.
4. The client returns to active status and reappears in your Clients directory.

All their previous data — plans, check-ins, goals — is exactly where you left it.

When to archive vs. delete

Assistant Coach doesn't offer a permanent delete option for clients. This is intentional — in coaching, historical data has long-term value. A client who returns after six months shouldn't have to start from zero, and you shouldn't lose the record of work you've done together.

Archive is the right choice when:

• A client finishes their coaching engagement
• A client takes a break and may return
• You want to declutter your active roster
• You need to focus on current clients without distraction