Ban a Client

PracticeQ allows you to ban clients to prevent them from booking appointments, filling out forms, or registering for your client portal. 

• Clients that have already been invited or registered to your portal will need to be revoked to prevent portal use. Read Revoke Access to the Client Portal for instructions.
• When a banned client tries to perform any of those actions they will receive a message that can be customized for that specific individual.
• Banning a client does not prevent them from receiving automated emails, but archiving them will.

Here is an example of what a banned client will see when they try to book an appointment through your online booking widget:

Ban a Client

1. Click Lists → Clients and open the client's profile.
2. Click the three dots icon on the top right, and select the Ban Client option.
3. Check the box to ban the client. 
4. Enter a custom Ban Message if you wish. This is what the banned client will see if they attempt to book online.
5. Click OK.
   

Un-ban a Client

1. Click Lists → Clients and open the client's profile.
2. A banner will appear alerting you that the client is banned.
3. Click change.
4. The Ban Client window will reappear; uncheck the box.
5. The banner denoting that they are banned will be removed from their profile.

Search for a Banned Client

1. Click Lists → Clients.
2. Open the Custom Field menu and select Banned.
3. Type true to search for all banned clients.
4. Type false to search for all non-banned clients.
5. Click Search.