Archiving or deleting a customer record

Archiving marks a customer's record as archived while keeping their full booking history intact. Deleting permanently removes the record, but is only offered if the customer has no bookings and no saved cards.

Where to find it

Customers → open a customer → Archive or Delete Customer

The confirmation dialog for archiving a customer

How it works

• Archive — marks the record archived after a confirmation ("Archive this customer?"). It appears on a customer who has bookings or a saved card, so their history stays intact. The profile then shows the status Archived.
• Unarchive — appears on an archived customer and reverses it.
• Delete Customer — permanently removes the record, after a confirmation ("Delete this customer?"). It only appears for a customer with no bookings and no saved cards. Practice customers show it greyed out ("Practice customers are built in and can't be deleted.").

For a real customer you see Archive or Delete Customer, never both. A practice customer with history shows Archive together with a greyed-out Delete Customer.

Example

A one-time inquiry that never turned into a booking can be deleted outright. A customer who rented from you last summer but hasn't been back should be archived instead — their history stays intact, and you can press Unarchive any time.

Good to know

If Delete Customer isn't there, the customer already has a booking or a saved card, so Renta offers Archive instead. Archived customers stay in your Customers list.