How do I pause or end a client?

Steps

1. Click Clients in the sidebar and click the client's row.
2. In the Client Setup card, choose Paused or Ended under Status.
3. Click Save. Choosing Ended brings up a confirmation first, which says the portal link stops working straight away and their monthly report and Review Guard stop.
4. Saved ✓ appears beside the button and the page reloads the client, so an ended client's Client Portal card immediately hides the link.

What stops for a paused client

• The daily run that builds monthly reports skips them, so no measurement, no report and no report email.
• Review Guard leaves them out of its weekly round, so no bad review alerts for them.
• Their retainer drops out of the monthly retainers total and they stop counting towards active clients on the Clients page.

Their portal link keeps working, and you can still open the client and use Measure Now, Build This Month's Report and Send To Client by hand.

What stops for an ended client

The monthly measurement, the monthly report, the report email and Review Guard all stop, exactly as for a paused client, and the retainer leaves the monthly retainers total in the same way. On top of that, their portal link stops working straight away. Anyone who opens it now sees This dashboard is no longer available. The Client Portal card on your side hides the link and tells you to set them back to Active to turn it on again.

You can still open the client and use Measure Now, Build This Month's Report and Send To Client by hand, just as you can for a paused client. Remember that the View My Live Dashboard button in a report you send an ended client leads to the switched off link.

What is kept either way

• The client stays on the Clients page, on a grey row, with an amber Paused or a grey Ended badge after the name and · monthly reports paused or · ended, portal link is off on the line below.
• Every past measurement stays in the Evidence Vault and every past report stays under Monthly Reports.
• The portal link itself does not change. Setting an ended client back to Active makes the same address work again, so a link you sent months ago comes back to life.

Good to know

• Nothing here cancels money. A retainer you set up with a payment link is a subscription in your own Stripe account, so cancel it there. A Ring Proof tracking number also stays live and keeps forwarding calls, so use Release on it when the number is off the client's listings.
• A team seat set to Outreach only cannot change a client's status. Save is refused, so Saved ✓ never appears. The account owner sets a seat's access in the Team Seats card in Settings.
• There is no way to delete a client. Ending one is as far as it goes, which keeps the proof you built up.

Pause a client while you keep working with them but do not want another report or alert, for example during a break in the retainer. End them when the work is over.