Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
Open the client card and review future sessions and balance.
Archive a client without losing history · 1 - 02
Choose Archive, read the consequences and confirm only when they are correct.
Archive a client without losing history · 2 - 03
Find the card among archived clients and check history. Restore is available if they return.
Archive a client without losing history · 3
Check the result
The client is archived and their history remains available.
If things go differently
For an incorrect balance, check top-up history and session outcomes. After a save error, reopen the card first and check whether the transaction already appeared.
Keep in mind
Archiving does not replace a financial review. Follow any blocking warning instead of creating a duplicate card.