Archiving & Restoring Services

Keep your service menu clean by archiving services you no longer offer, while preserving historical data.

Why Archive Instead of Delete?

Archiving services (instead of permanently deleting) has several benefits:

1. Historical Data - Past appointments still reference the service
2. Reports Intact - Revenue reports remain accurate
3. Easy Restoration - Bring back seasonal services quickly
4. No Data Loss - Customer preferences preserved

How to Archive a Service

Method 1: From Service Panel

1. Go to Services
2. Click on the service to edit
3. Click the Archive button (bottom left)
4. Confirm the action

Method 2: Quick Archive

1. Right-click on a service
2. Select Archive
3. Confirm

What Happens When Archived

When you archive a service:

• Removed from online booking
• Removed from calendar quick-add
• Cannot be added to new appointments
• Moves to "Archived Services" section
• Existing appointments are NOT affected

Viewing Archived Services

Archived services appear at the bottom of the Services page in a separate section:

1. Go to Services
2. Scroll to the bottom
3. Find Archived Services section
4. See count of archived items

Restoring a Service

To bring back an archived service:

1. Find the service in Archived Services section
2. Click the Restore button
3. Service returns to its original category
4. Immediately available for booking

Using Filters

The Services page includes advanced filters to manage your catalog:

Show Archived Filter

• Toggle to see archived services mixed in with active ones
• Useful for comparing or reviewing

Online Status Filter

• All services - Show everything
• Online active - Only bookable online
• Online inactive - Not available online

Staff Filter

• Filter services by assigned staff member
• See which services each team member can perform
• Great for training and scheduling

Best Practices

1. Archive vs. Deactivate - Archive removes completely, deactivate hides from online only
2. Seasonal Services - Archive winter services in summer, restore when needed
3. Discontinued Services - Archive rather than delete for history
4. Regular Cleanup - Review and archive unused services quarterly
5. Clear Naming - Add "(Archived)" suffix if restoring temporarily

Permissions

Only users with appropriate permissions can:

• Archive services (typically Managers and Owners)
• Restore services (typically Managers and Owners)
• View archived services (Staff with limited access may not see)

Use case scenarios

Scenario 1: Discontinued service

The salon stops offering a "Brazilian blowout" service. Archive it. Existing bookings reference it correctly in reports; new bookings can't land on it.

Scenario 2: Seasonal services

"Christmas glamour package" archived in January, restored in November. The service is invisible 10 months of the year, ready when the season arrives.

Scenario 3: Unused experimental service

A service was added 6 months ago and has 0 bookings. Archive it to clean up the catalog. If demand emerges, restore.

Scenario 4: Catalog audit

Quarterly review: 5 services have <2 bookings in 3 months. Owner archives them. Active list drops from 30 to 25, customer experience improves.

Tips

• Archive before deleting: archive preserves history, delete is irreversible.
• Don't archive your active core: only services genuinely retired or seasonal.
• Restore is one click: don't agonise over archiving, it's reversible.
• Audit quarterly: stale services clutter the customer view.