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Customer Status: Prospect, New, Active, Inactive
Customer Status: Prospect, New, Active, Inactive

How do the different customer statuses interact with each other?

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Gazelle automatically updates your customers status from Prospect β†’ New β†’ Active based on actions you take (but you can also override this or inactivate a customer record by manually changing a customer's status. Read this article to manually change a customer status).

Prospect Status

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


New Status

A customers with a "New" status has scheduled an appointment but has never had a completed appointment. As soon as their first appointment is completed the status will automatically change to "Active".

Active Status

Active customers are regular customers who want your services. The majority of your customers will fall under this category.

Inactive Status

Inactive Customers will remain in your your system, but they will not receive any automated messages or reminders. Read this article to permanently delete a client record?

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