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How to Archive and De-Archive Customers

Easily manage customers records by archiving inactive profiles and restoring them when needed.

Archiving a Customer

To archive a customer in your Eversports Manager follow these steps:

  1. Navigate to Customers and click on the customer you wish to archive. A pop-up with their details will appear. 
  2. Click on the three dots in the top right corner and select Archive Customer.

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  3. A confirmation pop-up will appear asking if you are sure that you want to archive this customer. Proceed by clicking "Yes, archive Customer".

 

Info: Archiving a customer will remove them from your active customers list but retain their information for future reference. 

De-Archiving a Customer

To de-archive a previously archived customer:

  • Navigate to Customers > Overview > Filter. A pop-up will appear.
  • Scroll to Current/archived customers and select Archived customers. Proceed by clicking on Apply filter. 
  • You will now see a list of all your archived customers. Find the customer you want to restore, click on their profile and navigate to the three dots > Restore customer. 
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  • A pop-up appears to confirm. Click on Restore customer. Now the archived customer is back in your customers list.

Note: Archived customers will automatically reappear in your general customer overview as soon as they make a new booking.