# Find, add, block, and archive clients

> Search and filter your client list, add new clients, and block or archive a client, including what blocking and archiving change.

Source: https://heylilo.co/help/clients/clients-list

**Clients** lists everyone you've added and everyone who's booked with you. Search and filter it to find a client, or add, block and archive clients.

## Find a client

1. Go to [**Clients**](https://app.heylilo.co/dashboard/clients).
2. Type a name, email or phone number in the search box. Names work in any order, and small typos still find the client.
3. Select the client to open their profile. [The client profile](https://heylilo.co/help/clients/client-profile) explains what's on it.

To sort the list, select a column heading, like **Last Visit** or **Spend**. Select it again to reverse the order.

## Filter your list

1. On **Clients**, select the filter button to the left of the search box.
2. Under **Quick Presets**, choose a ready-made list, like **Lapsed 60+ days** or **New (Last 30 days)**.

To build your own filter instead, open a group under **Add Filters**, like **Status & Source**. Select a filter and choose its values.

The list updates as you go. **Clear all** removes every filter. On a wide screen, select the pin button to keep the filters open beside the list.

**Applies to:** Owners, admins and location managers

To reuse a set of filters for marketing, select **Save as Audience**. See [Audiences](https://heylilo.co/help/marketing/audiences).

## Add a client

1. On **Clients**, select **New Client**.
2. Enter their **First Name** and **Last Name**. Everything else is optional.
3. Add their **Email Address** and **Phone Number**, so Lilo can send them confirmations and reminders.
4. Under **Communication Preferences**, turn on the messages they should get. **Email notifications** starts on and **Email marketing** starts off.
5. Select **Create Client**. You'll see **Client created successfully**.

In the Lilo app, tap **+** in the middle of the tab bar, then **New Client**.

## Block a client

**Applies to:** Everyone except service providers

Blocking marks a client so your team knows not to book them. They can't book online, and Lilo stops sending them automatic messages.

1. On **Clients**, select **⋯** in the client's row.
2. Choose **Block**.
3. Add a **Reason (optional)**. Your team sees it on the client's profile.
4. Select **Block Client**. Their status changes to **Blocked**.

You can also block a client from their profile. Select **More**, choose **Preferences**, then select **Block Client**.

To unblock a client, select **⋯** in their row and choose **Unblock**. Their status goes back to **Active**. You can also select **Unblock Client** in the profile's **Preferences**.

## Archive a client

**Applies to:** Owners, admins and location managers

Archive clients who no longer come to you. Archiving keeps everything about them. It doesn't delete anything.

1. On **Clients**, select **⋯** in the client's row.
2. Choose **Archive**.
3. In the **Archive this client?** box, select **Archive**. You'll see **Client archived**.

Their status changes to **Inactive**. They stay on your list. To list only archived clients, add the **Client Status** filter under **Status & Source** and choose **Inactive**.

In the Lilo app, the **Clients** tab lets you search your clients and filter them by status, tags and spend. Blocking and archiving are only on the web. To unblock a client in the app, open them, tap **More**, then **Preferences**, and tap **Unblock**.

## How it works

### What blocking and archiving change

A blocked client shows **Blocked**, and an archived client shows **Inactive**. Either way:

- Lilo stops sending them [automatic messages](https://heylilo.co/help/messages/automatic-client-messages), like confirmations, reminders and marketing. That includes reminders for appointments they already have.
- Their booked appointments stay on your calendar. Lilo doesn't cancel them.
- They can't sign in to your client portal.
- They don't come up when you search for a client while booking. You can still book them with **Book** on their profile.
- Their visits, notes and invoices stay on their profile.

### The list

- **Visits** and **Last Visit** count completed appointments.
- People without the **View contact info** permission see a dash instead of a client's email, and no phone numbers.
- Service providers see only the clients they added or have appointments with, unless your business lets them see every client. Then they can turn on **Only mine** to see just their own.

## Common questions

### Can blocked or archived clients still book online?

Blocked clients can't. Lilo turns down an online booking made with a blocked client's email and phone number, and asks them to contact you directly.

Archived clients can. If the email and phone number match their profile, Lilo adds the booking to it and makes them active again.

### Can I undo an archive?

There's no unarchive button. To make an archived client active again, block them and then unblock them. Select **⋯** in their row, choose **Block** and select **Block Client**. Then select **⋯** again and choose **Unblock**. Their status goes back to **Active**.

### Can I delete a client?

No, you can't delete a client. The closest thing is archiving, which keeps their history and stops Lilo messaging them.

### Why does the same client have two profiles?

When someone [books online](https://heylilo.co/help/booking/online-booking-page), Lilo adds the booking to an existing client only if both their email and phone number match. Otherwise it creates a new client. Lilo can't merge two profiles.

### Why can't I add a client?

Your business's free trial has ended, or its subscription was canceled. Only the account owner can [subscribe](https://heylilo.co/help/getting-started/plans-and-trial). Everyone else sees **Contact the business owner to resume your Lilo subscription.** in place of the new client form.