---
title: "Removing a Student Record: Delete Is No Longer Available"
description: When you delete a student, all associated data (billing, payments, etc.) will be permanently removed from your CounselMore portal. This action cannot be undone.
---

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# Removing a Student Record: Delete Is No Longer Available

## Change the Status of any record

An archived record:

- No longer counts as an Active (paid) student.
- Closes the student and parent portals.
- Keeps all of its data, and still appears in your reports.
- Can be changed back to Active at any time.

### **Steps to Archive a Student**

◦ Go to the student’s record by clicking the pencil icon.  
◦ Click **Change Record Status** button.  
![changerecord](https://helpdesk.counselmore.com/hs-fs/hubfs/changerecord.png?width=670&height=313&name=changerecord.png)

◦ Change the **Status** to **Archive**.

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-09-2025-05-19-22-0136-AM.png?width=507&height=287&name=image-png-Jan-09-2025-05-19-22-0136-AM.png)

◦ The student’s portal will be **closed**, preventing further access.  
◦ All their data will be retained in CounselMore and will be included in reports.

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-09-2025-05-20-11-6979-AM.png?width=532&height=421&name=image-png-Jan-09-2025-05-20-11-6979-AM.png)

If needed, you can change the status back to active at any time and invite them again to restore their access.

### A record was created under the parent's name

This usually happens when a parent books a Calendly or Acuity meeting and enters their own name and email in the first field. CounselMore treats the first email as the student and creates a new record for it.

To clean it up:

1. Open the record that was created under the parent's name and click the **pencil icon**.
2. In **Student Information**, rename the record so it's easy to recognize later (for example, *"Jane Smith – parent booking, do not use"*).
3. Click **Change Record Status** and choose **Archived**.
4. Make sure the real student record has the correct student and parent emails in **Contacts**.

To stop this from happening again, set up your booking form so the student's name and email come first. See [Calendly & Acuity - What Each Meeting Type Creates](https://helpdesk.counselmore.com/calendly-prospect-creation-options?hsLang=en).

 

### Need to reuse an email address?

An archived record keeps its student and parent email addresses. If you try to create a new record with one of those emails, you'll see a message that the email is already in use.

Email **[support@counselmore.com](mailto:support@counselmore.com)** with the student's name and the email address you need freed up, and the team can clear it from the archived record so you can use it again.

**Scenario Example:**  
A client accidentally added a student twice and was charged for the extra student:

- **Receipt** shows the duplicate charge of $2.25.
- The duplicate student was then archived.

**What happens in the system:**

- Billing in CounselMore is calculated **monthly** based on the active student count.
- **Archiving a student does not generate an immediate refund**.
- The system automatically credits the overcharge **in the next monthly billing cycle**, so the client’s balance is corrected retroactively.

> ✅ In this example, the client will see a $2.25 credit applied during the next billing cycle. No manual action is needed.

**Here are some related articles for you to review:**

[Student Profile - Update Student Status, Inactive/Archive/Prospective](https://helpdesk.counselmore.com/bio-banners-update-student-status-inactive-archive-prospective?hsLang=en)

[Active vs Prospect vs Archived student record status - In process flow](https://helpdesk.counselmore.com/archived-vs-prospect?hsLang=en)

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