If a client gets disabled, they won't be able to have visits or sales programmed or registered. Disabled clients will not be visible to users in the mobile app.

IMPORTANT: As clients are not deleted, they will still be visible for history reports.

There are two ways to disable clients: either individually or in bulk.

Individually

Select Clients in the main menu:

Identify the client you want to disable and click on the edit button:

When editing the client, check off the Enabled box:

Click on the Save button. Now, the client has been disabled.

In bulk

In the client's menu, click on + Add, then select Clients with Excel template:

Download the Excel template. Make sure to click on Include current data before downloading, to ensure that your client's information is included in the template. Once you've downloaded the template, find which client (or clients) you want to disable, and in the Enabled column, write the word NO. This will disable the client.

Once you've made all necessary changes, save the template and upload it back to Handy.

In Step 2, you'll see that the box Ignore balance column is selected. This is to ensure that no unwanted changes are made to your client's balances.

To learn more about how to fill in client data, click here:

How to fill in client data

Send us a message in the chat if you have any questions! 😎

Updated on: 11/10/2025