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Activate a Client

Hannah
Updated

Restoring Access to a Deactivated Client

If a client was previously deactivated but needs to be re-added to your active records, you can easily reactivate them from the Clients module. This guide walks you through the process step by step.

 

Steps to Activate a Client

Step 1: Navigate to the Clients module from the left panel to view your client list.

Step 2: Use the search bar or scroll through the list to locate the client you want to reactivate.

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Step 3: Tick the checkbox next to the client’s name in the list.

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Step 4: Activate the Client

  • Click on the Batch Activate menu at the top of the table.

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  • Toggle the client status to Active from the table.

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Step 5: A confirmation prompt will appear.

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Step 6: Review the details, then click Proceed to finalize the reactivation.

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✅Success! The client has been successfully reactivated and is now visible in your active client list.

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Need Assistance?

If you encounter issues during the activation of clients or need further clarification, feel free to reach out to our support team at support@fynloapps.com. We’re here to help! 

 

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