Add, edit, or archive a client
Add a contact, correct details you entered, or move a client out of your active list.
1 min read · Updated August 28, 2026
In short
- A name is required when you add a client; email and phone are optional.
- You can edit the name and contact details of a contact you added or imported.
- Archiving removes a client from active views without removing their record or appointments.
Path: Clients
Add a client
- Choose Add client.
- Enter the client's name and any email address or phone number you have. Search first to avoid adding a second record for the same person.
- Add the client.
Edit or archive
- Open the client from the list.
- Choose Edit to change a contact you added or imported, then save the changes. Contact details are not editable here when the record is linked to the client's Gloa account.
- Choose Archive when you want the client removed from active views.
| I cannot see Edit | The client is linked to a Gloa account, so their profile supplies the contact details. You can still edit notes, tags, and marketing consent. |
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