Set your client data retention schedule

Choose how long AirNote keeps session data before automatically removing older records. A retention schedule helps you limit the client information stored in AirNote while keeping enough recent history to support your work.

This setting applies to all clients in your AirNote library, not just one client.

1. Open Settings

Click Settings beside your profile at the bottom-left of AirNote. You can also press ⌘, (Command–comma).

2. Find Data Retention Period

Choose Data Security in the Settings sidebar. Under Data Storage, find Data Retention Period. Your current period is shown on the right.

3. Choose a retention period

Before shortening the period: export any older records you need to keep. The new limit applies immediately to existing sessions, so sessions outside it can be permanently deleted as soon as you make your selection.

Open the menu and choose 14, 30, 90, 180 or 365 days. The default is 180 days, and 365 days is the maximum.

Consider how much session history you need to support a block of therapy and AirNote’s generated Client Histories. The example below selects 180 days; choose the period that fits your practice’s record-keeping arrangements.

4. Check your selection

Your chosen period now appears beside Data Retention Period. AirNote saves it automatically—there is no Save button. You can close Settings once the correct period is displayed.

Choosing a longer period later does not restore data that AirNote has already deleted.

Keep in mind

• Client records with no remaining sessions are also deleted once their last update is older than the selected period.

• If you need to keep records beyond AirNote’s maximum of 365 days, export them to your usual record-keeping system before they expire.

• Audio recordings have separate cleanup rules. This setting does not extend their storage time.

All people and session content shown in these screenshots are fictitious.