Deactivating a Client Profile

If a client moves away and will no longer visit your business, you should deactivate the client's profile.  This gives you the flexibility to reactivate the client's profile in the future.

Important:  When you deactivate a client's profile, Millennium imposes the following restrictions:


  1. Click on the toolbar.

The Appointments for window displays.

  1. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

  1. Right-click on the client's name and select Edit View/This.

The Client Information window displays.

  1. Click Edit.
  2. Select Inactive.
  3. Click Save.

 

Deactivating Multiple Client Profiles

Reactivating a Client Profile