Step 1: Open the Clients list
Before you edit, deactivate, or delete a client, open your client list. Go to “Settings & integrations” in the left-hand menu, click “Settings,” then open the “Time tracker configuration” tab, then click the “Clients” card to see the full list of clients along with their currency, hourly rate, linked projects, and status.
Step 2: Open the Actions menu
Find the client you want to manage and click the three-dot “⋮” icon in the “Actions” column on the right. A small menu appears with three options: “Edit,” “Deactivate,” and “Delete.”
To edit a client:
Click “Edit.” A dialog opens pre-filled with that client’s name, currency, and hourly rate. Update whichever field needs changing and click “Save” to apply it.
To deactivate a client:
Click “Deactivate.” This does not remove the client, it simply flips their status from “Active” to “Inactive.” You can confirm this by using the “Active” / “Inactive” / “All” filter above the client list, an inactive client is still there, still listed with its projects and history, just filtered out of the active view. This is the safer, reversible option when a client relationship has paused or ended but you still want to keep their records and past project data intact for reporting.
To delete a client:
Click “Delete.” This is a permanent removal of the client record from the system, unlike deactivating, it doesn’t just hide the client, it erases it entirely. Because this action cannot be undone, make sure you no longer need the client before you confirm the deletion.
Deactivate or Delete a Client: The Real Difference
Deactivating is a reversible status change that keeps the client and its historical data intact but out of your active list, while deleting permanently erases the client record altogether. If you’re unsure, deactivating is almost always the safer choice.
Here is a simple rule of thumb. Edit when details change, such as a new hourly rate. Deactivate when work pauses or ends. Only remove a record for good when it was created by mistake or you are sure you will never need its history again.
Keeping old records can also matter for audits and your company’s data retention rules, so check with your team first. If a customer returns later, a deactivated record saves you from setting everything up again. Otherwise, you can always add a new client from scratch, or filter the client list to find inactive ones.