Edit or archive a customer
You can update any customer's details at any time. Archiving removes a customer from the active queue without deleting their history.
Open the customer record
Go to Customers, search for the customer by name or phone number, and click their name to open the record.
Edit any field
Click the pencil icon next to any field — name, phone number, medicine, interval, language, or notes. All changes save immediately.
Add or remove a medicine
To add a new medicine, click '+ Add medicine' and enter the name and interval. To remove a medicine, click the × next to it. Removing a medicine also cancels any pending reminders for it.
Archive a customer
Scroll to the bottom of the customer record and click 'Archive customer'. The customer is removed from the daily queue and no further reminders are sent. Their history is preserved.
Restore an archived customer
Go to Customers → Archived. Find the customer and click 'Restore'. They re-enter the active queue and reminders resume from the next due date.
PRO TIP
Archive customers who have moved away or stopped needing a particular medicine, rather than deleting them. This keeps your records clean without losing history.
Still need help? Contact our support team — we typically respond within 2 hours.