Manually changing a customer's status from 'Prospect / New / Active / Inactive' is easy!
NOTE: To bulk change a group of client statuses scroll to the bottom of this article.
FROM THE WEB APP
Step 1: Go to the 'Clients' menu
Step 2: Select a customer to edit.
Step 3: Click the 'Status' button at the top right of the page.
Step 4: Select a different customer status.
Step 5: Done.
NOTE: Gazelle automatically changes your customer status from 'Prospect, to New, to Active' using triggers on the customer file and the timing of when they schedule & complete their first appointment. However, only you can inactivate a customer record.
FROM THE MOBILE APP
Step 1: Tap Menu > Clients > Select a customer to edit.
Step 2: Tap the 'More' action button.
Step 3: Tap 'Status' to edit.
Step 4: Done.
NOTE: Gazelle automatically changes your customer status from 'Prospect, to New, to Active' using triggers on the customer file and the timing of when they schedule & complete their first appointment. However, only you can inactivate a customer record.
Bulk Changing Groups Of Customer Status
Step 1:: Create a filtered list of clients on the main client tab.
Step 2: Click 'Edit 241' in the header to edit the entire list.
Step 3: Change status and document the reason.
Step 4: Save & Done.
