> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Past clients

> View, manage, and restore archived client households.

Past clients are former clients that have been archived. Archiving preserves all household data — people, notes, tasks, meetings, emails, and activity history — while moving the household out of your active clients list. Past clients can be restored to active client status at any time.

Open the past clients list by clicking **Clients** → **Past clients** in the sidebar.

## Archive a client

You can archive a single client or archive multiple clients at once.

### Single client

From the client's [detail page](/records/households/overview#the-household-detail-page), click the **...** menu and select **Archive to past client**.

### Bulk archive

<Steps>
  <Step title="Select clients on the clients list">
    Use the checkboxes to select the clients you want to archive.
  </Step>

  <Step title="Open the bulk actions menu">
    In the selection bar at the bottom, click **...** and select **Archive to past client**.
  </Step>

  <Step title="Confirm" />
</Steps>

## The past clients list

The past clients list shows all archived client households in your book. The default columns include the household name, email, phone, tags, dates (created, archived, was client since), and meeting activity. Past client-specific columns like **Archived on** and **Was client since** help you track when clients were archived and how long they were active.

Use the **Tags** quick filter or click **Filter** for advanced filtering by name, contact info, location, meetings, touchpoints, and [custom fields](/records/households/custom-fields). For details on customizing columns, filters, and views, see [Data views](/records/data-views).

## Restore a past client

Restoring a past client moves them back to the active [clients list](/records/clients/overview) and reactivates client features like [review scheduling](/records/clients/reviews) and [custodian account linking](/records/clients/portfolio).

### Single restore

From the past client's detail page, click **Restore to client**.

### Bulk restore

<Steps>
  <Step title="Select past clients">
    Use the checkboxes on the past clients list.
  </Step>

  <Step title="Click Restore to client">
    In the selection bar at the bottom.
  </Step>

  <Step title="Confirm" />
</Steps>

## Bulk actions

Select one or more past clients to reveal the selection bar at the bottom with these actions:

* **Restore to client** — Move selected past clients back to the active clients list
* **Add to project** — Start a [project](/activity/projects/overview) for each selected past client
* **Bulk email** — Send a [bulk email](/records/bulk-email) to all selected past clients (limit of 100 recipients)
* **Add tag** — Apply a tag to all selected past clients

Click the **...** menu for additional actions:

* **Delete** — Permanently delete selected past clients and all their data
* **Change owner** — Assign a different team member as owner
* **Move to another book** — Transfer to a different book (admins with multiple books only)

<Warning>
  Deleting past clients permanently removes all associated data including people, notes, tasks, meetings, and activity history. This cannot be undone. To confirm, type the uppercase phrase shown in the dialog (for example, `DELETE 5 PAST CLIENTS`) to enable the **Delete** button.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="Does archiving a client delete any data?">
    No. Archiving preserves all household data. The client moves from the active clients list to the past clients list. You can restore them at any time.
  </Accordion>

  <Accordion title="Can I convert a past client to a prospect instead of a client?">
    Not directly. Restore the past client to active client status first, then [convert them to a prospect](/records/households/overview#converting-between-types) from the client detail page.
  </Accordion>

  <Accordion title="Do past clients count toward my AUM?">
    No. Past clients do not have linked custodian accounts, so they are not included in AUM calculations.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Clients overview" icon="users" href="/records/clients/overview">
    Manage the active clients list
  </Card>

  <Card title="Households" icon="house" href="/records/households/overview">
    Features shared across all household types
  </Card>
</CardGroup>