Gazelle will automatically move your clients from Prospect → New → Active based on certain criteria, or you can manually move your clients between each status.

Prospect Status
When a new client record is created, they are automatically assumed to be a prospect client. As soon as the first appointment is scheduled the client status will be changed to "new"

New Status
A client with a "new" status has never had a completed appointment. As soon as the first appointment is completed the status will automatically change to "active".

Active Status
Active status means these are normal clients who receive reminders and actively want your services. Majority of clients will fall under this category and be in an active status most of the time.

Inactive Status
Clients with an inactive status will not receive any contact. For a client that is no longer interested in servicing their piano, you can mark them as inactive to retain record of them.

Need to permanently delete a client record? Read HERE

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