{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/248e7964057244e08c7f4ff7d2d6b436\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/248e7964057244e08c7f4ff7d2d6b436-37341eec9e13f280.gif","duration":111.9731,"title":"How to Archive a Client Effectively 📂","description":"In this video, I walk you through the process of archiving a client, using James as an example. You'll see how to select a reason for archiving, such as successfully finding a job or other issues, and how to access archived clients later. I also explain the option to delete a client completely if you no longer need their data, but advise you to consider whether they might return in the future. If you make a mistake, there's a way to restore archived clients back to active status. Please take a moment to familiarize yourself with this process to manage your client list effectively."}