Archive records in Copilot

We don’t currently have a way to archive clients, but this is on our roadmap! I don’t have an ETA at this time.

In the meantime, you can export the data for the client and then delete them if you wish.

The export button is available for Forms, Invoices, Subscriptions, Contracts, and the Clients page. To export Messages, you can use our Exporter app, guide is here. For files, they will need to be downloaded manually.

Alternatively, you can reset a client’s password and change their email to one that you own, which would prevent them from logging in while keeping their records in your workspace.