Are there Treatments/Sessions in your list that you’d like to remove or delete? No problem! If you’re a staff member with Full Access, you can ask Jane to tuck them away for you by Archiving them.
Note📍: This action does not impact appointments currently on the schedule. This just makes the appointment type no longer available to be used for future appointments or visible on the online booking site. Jane does not permanently delete a treatment, class, or group appointment to maintain historically accurate billing and appointment records.
Let’s take a look:
Archiving an Individual Treatment
To remove a treatment, a staff member with Administrative / All Billing access or higher can head over to the Settings tab and scroll down to Treatments, Classes & Group Appointments..
Once you’re there, find the Treatment you’d like to remove and click the Edit button to the right of it.
When the Edit window opens, you’ll see an Archive button in the lower lefthand corner. When you click this, Jane will double-check that you’re sure, and if you are, you can hit Yes, Archive to continue.
💥Boom 💥That Treatment will no longer appear on your list!
Archiving Treatments in Bulk
If you have more than one treatment or session type that you need to archive, you don’t have to do this one by one!
A staff member with Administrative / All Billing access or higher will want to head over to the Settings tab and then click on Treatments, Classes & Group Appointments within the left sidebar menu.
From there, you’ll want to click on the Reassign button. Use the toggles beneath the Archive column on the right to select the treatments that you’d like to archive.
Once you’re all set, scroll down to the bottom of the page and click on the blue Update button and you’re all set!
Recovering Archived Treatments
No problem! If you Archive the wrong Treatment or change your mind and want it back, never fear: they’re super easy to retrieve.
At the top of the Treatments/Sessions, Classes & Group Appointments page, you’ll see a button that says Show Archived.
Once you click this, all previously Archived Treatments will reappear in your list with an Archived badge on them.
To bring a Treatment back into your list, you can once again click the Edit button to the right of it to open up the Edit window.
Now, you can click Save & Unarchive in the bottom right hand corner, and that Treatment will once again appear in your list of Treatments/Sessions, Classes & Group Appointments.
Woohoo! 🎉 Hopefully this has been helpful. If you run into any difficulty, please don’t hesitate to get in touch! We’re always happy to help.