Gemini said Closing a member profile in Pear Suite is the standard way to manage your caseload when a member is no longer active. Think of it as moving a physical file to a secure cabinet: the information isn't deleted, but it is tucked away to keep your active workspace clean and focused.

Understanding profile closure

When you close a profile, the member is removed from your active organization list and dashboard to reduce clutter. However, Pear Suite protects the integrity of your work: all activities, notes, and files remain securely saved and accessible if you ever need to revisit the case.

Step 1 – Choose your closure method

There are three convenient ways to initiate a closure. In all scenarios, look for the yellow file cabinet icon:

• From the Member Profile: Click the icon located directly under the member's name.
• From the Organization Member List: Locate the member in the full list and click the icon in their specific row.
• From the Dashboard: If the member appears on your daily dashboard, click the icon in the Actions column.

Step 2 – Assign a status and reason

Once you click the icon, a modal will appear requiring specific details for your reporting:

1. Select a Status (Required): Choose between Closed – Successful, Closed – Unsuccessful, or Declined.
2. Select a Reason (Optional): Provide context such as Successfully completed, Moved out of area, or Unable to make contact.
3. Click Confirm to finalize the closure.

Step 3 – Review or reactivate a profile

If a member returns to your program, you can restore their profile in seconds:

1. Navigate to the Organization Members page.
2. Click the Show Members button to toggle the view to include closed profiles.
3. Click into the desired member's profile.
4. Select the orange Activate button to reopen the record and resume work.