Archiving a client removes them from your active client list without permanently deleting their profile. This is useful when a client is no longer receiving care but you want to keep their history and information in Careswitch.
When you archive a client:
In-progress services have their end date set to the current date, but keep their existing stage.
Future shifts in Unassigned, Offer Pending, Scheduled, or Canceled status are deleted.
Approved and Paid shifts are kept.
The client is hidden from the default Active client list.
Before You Start
To archive a client, you need permission to manage the client's Profile, Services, and Schedule.
Make sure you understand how archiving affects the client's services and future shifts before continuing.
Archive a Client
Navigate to Clients.
Open the client you want to archive.
Click the More dropdown.
Select Archive.
Review the confirmation message and confirm that you want to archive the client.
What happens when you archive a client?
Archiving a client affects their active services and future shifts:
In-progress services are ended.
Future unassigned, offer-pending, scheduled, and canceled shifts are deleted.
Approved and paid shifts are kept in the client's history.
The client is removed from your list of active clients.
Important: Future shifts that are deleted when a client is archived are not recreated if you later restore the client.
The client's profile and historical information remain available, so you can restore the client if they return to care.
Restore an Archived Client
If an archived client needs care again, you can restore their profile.
Navigate to People → Clients.
Find and open the archived client.
Click the More dropdown.
Select Restore.
Please Note: Restoring a client makes the client active again, but does not recreate future shifts that were deleted when the client was archived. You'll need to set up any necessary services and schedule new shifts.
Common Scenarios
A client is temporarily not receiving care.
You can archive the client to remove them from your active client list while keeping their profile and history.
A client returns to care after being archived.
Restore the client, then review their services and schedule and make any necessary updates.
You accidentally archived a client.
Restore the client. Keep in mind that any future shifts deleted during the archive process will need to be recreated.
Frequently Asked Questions
Does archiving delete the client?
No. Archiving removes the client from your active clients but keeps their profile and history.
Are completed or paid shifts deleted?
No. Approved and paid shifts remain in the client's history.
What happens to future shifts?
Future unassigned, offer-pending, scheduled, and canceled shifts are deleted when the client is archived.
I ended a service by archiving the client—why isn't it under the Services "Archived" filter?
The Archived filter only shows services in the Archived (inactive) stage. When you archive a client, any in-progress services have their end date set to the current date, but their stage remains unchanged. As a result, they won't appear under the Archived filter.
Will deleted shifts come back when I restore the client?
No. Future shifts deleted during archiving are not recreated when the client is restored.
Can I restore an archived client?
Yes. Open the archived client and select Restore from the More dropdown.
Do I need to recreate the client's services after restoring them?
Review the client's services after restoring them and make any necessary updates before scheduling new care.