video1.0<iframe src="https://www.loom.com/embed/248e7964057244e08c7f4ff7d2d6b436" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/248e7964057244e08c7f4ff7d2d6b436-37341eec9e13f280.gif111.9731In 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.