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Delete or Archive a Customer

Archive a customer you no longer deal with, find archived customers again, and un-archive them.

Written by Stephen

In KennelBooker you don't delete a customer (client, owner or pet parent), you archive them. Archiving hides the customer and their pets from your active customer list but keeps their bookings and payments, so your reports and history stay correct. You can un-archive a customer at any time.

How to archive a customer

  1. Open the customer's record (go to Customers and click the customer).

  2. In the Customers' Details panel, click the red Archive button at the bottom left of the panel, next to Update Details.

  3. KennelBooker asks Are you sure you want to Archive this Customer? Click OK.

The customer's record now shows a yellow Customer Archived box at the top of the Customers' Details panel.

What happens when you archive a customer

  • The customer moves from the Active tab to the Archived tab on the Customers page.

  • All of the customer's pets are archived too.

  • Nothing is deleted. Their bookings, payments, invoices, notes and history stay in KennelBooker and still count in your reports.

  • Archiving doesn't cancel any bookings. Cancel future bookings first if the customer isn't coming back.

  • KennelBooker doesn't email or text the customer to tell them they've been archived.

  • The customer can still sign in to the online booking portal. If they add a booking there, their account is un-archived.

  • If they have a future booking, they still get the reminders for it. They don't get marketing emails while archived.

Finding archived customers

On the Customers page there are two tabs, Active and Archived, each with a count. Click Archived to see your archived customers. The search box, the letter filter and the sort work on whichever tab you're on, so to search for an archived customer, click Archived first and then search.

How to un-archive a customer

  1. Go to Customers, click the Archived tab and open the customer.

  2. At the top of the Customers' Details panel you'll see Customer Archived: "This customer has been marked as inactive, you can un-archive the customer by clicking below."

  3. Click Un-Archive Customer.

The customer goes back to the Active tab, and all of their archived pets are un-archived with them. If one of their pets should stay archived (for example a pet that has passed away), archive that pet again from its profile.

Removing a customer's personal data (GDPR)

Archiving keeps the customer's name, contact details and notes. If a customer asks you to erase their personal information, use Obfuscate Data and Archive instead. Open the customer, click Admin in the customer menu, and find the GDPR panel. This replaces the customer's name with "GDPR Removal", clears their contact details and notes, removes their email and SMS history, renames and archives their pets, and archives the account. Their bookings stay so your reports still add up. This is a one way process and can't be undone.

Archiving customers: frequently asked questions

Can I permanently delete a customer?

No. KennelBooker doesn't permanently delete customers, because their bookings and payments are needed for your reports. You can archive the customer, which hides them from your active list, or use Obfuscate Data and Archive on the customer's Admin page to erase their personal details under GDPR.

Where do archived customers go?

Archived customers are on the Archived tab of the Customers page. They don't show on the Active tab, which is the one the Customers page opens on.

What happened to the "Show Archived Customers" switch?

The Customers page no longer has a Show Archived Customers switch. Archived customers now have their own Archived tab next to the Active tab at the top of the customer list.

Does archiving a customer delete their bookings or payments?

No. Archiving a customer keeps all of their bookings, payments and invoices, and they still count in your reports. Archiving doesn't cancel bookings either, so cancel any future bookings yourself if the customer won't be coming.

Are the customer's pets archived too?

Yes. When you archive a customer, all of their pets are archived as well. When you un-archive the customer, all of their archived pets come back, including any you had archived separately before.

Is the customer told that they've been archived?

No. KennelBooker doesn't send an email, SMS or push notification when you archive or un-archive a customer.

Can an archived customer still sign in to the online booking portal?

Yes. An archived customer can still sign in to the KennelBooker online booking portal. When they go to add a booking, their account is un-archived automatically and they move back to the Active tab. If you don't want them to book at all, see Block Customer.

Does an archived customer still get booking reminders?

Yes, if they have a future booking. KennelBooker still sends the reminders for it, in case the customer was archived by mistake. Archiving doesn't cancel the booking, so cancel it first if they won't be coming.

Does an archived customer get marketing emails?

No. Archived customers don't get your KennelBooker marketing emails.

Can I undo archiving a customer?

Yes. Open the customer from the Archived tab on the Customers page and click Un-Archive Customer. The one thing that can't be undone is Obfuscate Data and Archive (the GDPR removal), because the personal details are wiped.

I have the same customer twice. Should I archive one of them?

Merge them instead. Merging moves the duplicate's bookings and pets onto the record you keep, then archives the duplicate. See Merging Duplicate Customers.

Can I archive a customer on my phone or tablet?

Yes. Archiving and un-archiving customers works in the KennelBooker web app in a phone or tablet browser.

Archiving customers: common problems

I can't find a customer I archived

Searching on the Customers page only searches the tab you're on. Click the Archived tab first, then search for the customer's name.

I can't find the Archive Customer button

The button is now just called Archive. It's the red button at the bottom of the Customers' Details panel on the customer's record, next to Update Details.

A pet I'd archived came back when I un-archived the customer

Un-archiving a customer brings back all of that customer's archived pets. Open the pet's profile and archive it again.

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