Deactivate, Remove, or Restore a Customer or Instructor

When someone stops flying with you, you have two choices. Mark them Not active to keep them on file and out of the way, or remove them to end their access to your school. Removed people can be restored for 90 days.

Mark someone not active

1. Open the person from Customers or Instructors.
2. Click Account > Edit Profile.
3. Set Status to Not active.
4. Click Save.

Their profile, flights, invoices, and documents stay as they are. The profile and the list show Not active. On Customers, sort by Inactive first to see everyone you've marked.

To bring them back, set Status to Active the same way.

Remove someone

1. Open their profile.
2. Click Account > Delete.
3. Read the Remove customer? or Remove instructor? message and click Remove.

When you remove someone:

• They lose access to your school.
• Their upcoming reservations are canceled.
• They, their instructors (or customers), and your admins are emailed.
• Their invoices, logbook, and documents are kept.

The message after removing tells you how many upcoming reservations were canceled.

Instructors can remove customers. Only admins and office admins can remove instructors.

Restore someone

1. Open Settings > Members & Invitations.
2. Find the person under Removed People, which lists everyone removed in the last 90 days.
3. Click Restore.

They're back on your roster. Reservations that were canceled when you removed them stay canceled, so book them again if needed. Only admins and office admins can restore people.

Give someone another role instead

If a customer becomes an instructor, you don't need to remove anyone. Open their profile and click Account > Promote to make them an instructor too. From an instructor's profile, Account > Make student adds a customer profile. Both need a real email address on the profile.

Tips

• Use Not active for students on a break. Use remove for people who have left or should no longer sign in.
• Sky Schedule doesn't merge duplicate profiles. If someone has two, keep the one with their flights and invoices and remove the other.

Troubleshooting

• Restore isn't there. The person was removed more than 90 days ago, or you aren't an admin.
• "Add an email on this profile before adding another role." Add a real email with Edit Profile, then try Promote or Make student again.
• Status isn't in Edit Profile. For instructors, only admins can change it.