Making a customer active or inactive
Inactive customers show an Inactive pill near the top of the customer page and in customer lists. Active customers have no status pill. To change it, click Edit on the customer page to open the Edit Customer window, choose Active customer or Inactive customer under Status, then click Save.
Marking a customer active or inactive doesn't delete them or their history; it simply reflects whether you're currently doing business with them. One thing to know before deactivating: if you switch an active customer to inactive while they still have running subscriptions, the Edit Customer window shows a warning that reads The following subscriptions will be canceled when this customer is deactivated, along with a list of the affected subscriptions so you can review exactly what's involved.
Saving the change cancels those subscriptions and also marks the customer's properties inactive. Already-completed and draft subscriptions aren't listed, because they aren't affected. After saving, if any subscription couldn't be canceled, you'll see a message telling you how many failed so you can follow up.
Since deactivating ends active billing arrangements, double-check the list before saving. You can reactivate a customer later by opening Edit Customer again and setting the status back to Active, but previously canceled subscriptions aren't automatically restored.
Where to find it: Customer page, Edit Customer modal, Status field
You can also reactivate the selected property and its customer when saving a visit. Other inactive properties stay inactive, and existing Automation settings are preserved so recurring-service outreach can resume.
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