Here are the steps to manage client status:
Go into client records
On the client's row, go to the last column where it says status
Select the arrow in the dropdown
Select the status you would like
Here are the steps to create a custom status:
Go into client records
Select the status dropdown
Select manage statuses
Select new status
Type in the title of the status you want to create
Select the square to customize the colour
Click save
Here are the steps to rearrange the order of the statuses:
Go into client records
Select the status dropdown
Select manage statuses
Select the dotted icon and drag the status in the order you want
Here are the steps to customize the statuses:
Go into client records
Select the status dropdown
Select manage statuses
Select the overflow icon
Select rename or choose colour
Select save once done
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out to team@carepatron.com.