Changing a customers status from 'Prospect / New / Active / Inactive' is easy!
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.
