Cancelling and Reactivating Customers
Manage customer lifecycles properly. Cancel customers who've moved on and reactivate them if they come back.
Understanding customer status
Customers can be Active or Cancelled. Cancelled customers remain in your database with all their history preserved, but their scheduled jobs are removed.
Cancel a customer
Open the customer's profile and tap the cancel icon (person with X) in the bottom toolbar. This opens the cancellation options.
Choose a cancellation reason
Select why this customer is leaving: Moved away, No longer needed, Switched provider, Financial reasons, Service issues, or Other. This helps you understand why customers leave.
What happens next
The customer is marked as cancelled and any future scheduled jobs are removed. You'll see an undo option briefly if you made a mistake.
View a cancelled customer
Cancelled customers show a red banner at the top of their profile with the reason and date. Their job history and invoices are still accessible.
Reactivate a customer
Open a cancelled customer's profile and tap 'Reactivate' in the red banner. They'll return to active status and you can add new jobs for them.
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