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! 😎

Actualizado el: 01/12/2025