How to Edit Client Statuses

Note: Editing Client Statuses is only available to Senior Place Premium and Administrator users.

The default Client Statuses in Senior Place work well for the majority of users; however, we understand that some of you want to add, remove, and archive statuses to better fit your workflows. The following tutorial will show how to modify your Client Statuses as needed:

1) Navigate to Agency Settings > Clients

1. Click the Settings Cog ⚙️
2. Choose Settings
3. Go to the Agency Settings tab
4. Navigate to Clients

2) Scroll down to the Client Statuses section

3) Customize Statuses

Note: Some Statuses like New, Intake Completed, and Invoice Sent have limited customizability.

Below we lay out how to Add, Edit, and Archive Client Statuses:

Add New Status

Type your new Status name and click Add status

Edit Existing Status

1. Reorder status
2. Change Status Icon
3. Edit Status Name
4. Adjust Status Category
   1. Active - This is for Clients you are currently working with.
   2. Closed - This is for Clients you are finished working with.
   3. Ongoing - This is for Clients you work with on a recurring basis.
5. Change whether the Status is Shown/Hidden on the Client Pipeline

Archive Status

Click the Trashcan icon 🗑️ to Archive a Status

Have more questions? Feel free to reach out to us at support@seniorplace.io!