Archiving a client

When you stop seeing a client, archive their record rather than deleting it — your records-retention obligations under state law and professional ethics typically run several years past the last date of service.

Archived clients:

• Don’t appear in the active roster or scheduling pickers.
• Stay searchable from the Clients page when you toggle “Show archived.”
• Keep their full session history, invoices, and notes.

We’re writing the full how-to. If you need to actually unarchive or permanently delete a record before this article lands, email admin@fledgepractice.com.