> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/deactivate-clients-in-batch.md). # Deactivate Clients in Batch **Page type:** Task guide\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-05-14)\ **Audience:** Super Admin ## What This Section Covers This material covers how to convert multiple active Clients to inactive at once. ## Before You Start * You must have permission "View client list". * You must have permission "Deactivate client". > **Warning:** When a Client is deactivated, Compassly automatically: > > * moves all **In progress** Client Programs (Target Skills) to **Archived** > * moves all **In progress** Client Maladaptives to **Archived** > * moves all **In progress** Client Medications to **Archived** > * removes planned and rescheduled Client appointments > * The archive reason for affected Programs (Target Skills), Maladaptives, and Medications is **Client deactivated**. ## Where To Start 1. Sign in to Compassly. 2. In the left navigation menu, select ***Clients***. ## Available Actions 1. **Navigate to the "Active" Client List.** > **Warning:** The default state of the Client List is "Active". However, if you have navigated to "Inactive" Client List and wish to return, use the instructions below. * Below the "All clients" title of the page, to the right of the "Clients /" breadcrumb, there is a dropdown menu that is set to "Inactive". Click on "Inactive" to open the dropdown menu, where you can then select the option "Active" to navigate to the "Active" Client List. ![](/files/g7YVqOLEL9YFYwYlasZw)\ *Figure 1: "Inactive" Client List page overview with emphasis on deactivation navigation.* 2. **Deactivate multiple Clients by using the Table List checkboxes.** * You may want to use the filters covered in "View Client List" guide to narrow your list data. * On the far left side of the "Active" Client List, there should be a column of empty checkboxes. After determining which Clients you would like to deactivate, click on those Clients' corresponding checkboxes. If you have sufficently filtered the list to the point where all list items are Clients you wish to deactivate, you can click the checkbox in the column header to select all items at once. This will turn the checkbox blue with a little white checkmark inside, and two new objects should appear above the table to the right of the search bar: A "Deactivate" button, and an indicator that contains a blue-green checkmark circle and text that reads "# items selected" (The # represents the number of items you have selected). Confirm that the indicator number matches the number of Clients you wish to deactivate, and then click the "Deactivate" button. ![](/files/yJBEEVxfUWis2Ukpa4R1)\ *Figure 2: "Active" Client List page overview with emphasis on deactivation navigation.* * A small dialog box will open up. Read through the warning carefully and confirm that automatic archiving/deleting is acceptable for the Clients that you are deactivating. Type in you Compassly password, and then select the red "Deactivate" button to confirm your choice. A notification should pop in the bottom left corner of the page to confirm your success. ![](/files/jYIVXJP6pMD4ARcV0ahA) ![](/files/kBHbzXF836BbZekBZhvi)\ *Figure 3 - 4. Dialog box and success notification for deactivating a Client profile.* ## Role Differences * ***Super Admin:*** Will be able to deactivate Client profiles in batch. * ***Admin / Supervisor / Clinician / Basic:*** Does not have the access to deactivate Client profiles in batch. ## Summary Of Section **Upon reviewing this material, you should be able to:** * Navigate to the "Active" Client List. * Deactivate Active Client profiles in batch. ## Related Guides * [Deactivate Client](/compassly-docs/core-modules/clients/deactivate-client.md) * [Activate Clients in Batch](/compassly-docs/core-modules/clients/activate-clients-in-batch.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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