We're excited to announce an improvement to how client statuses are determined in your system. Now, you can set the client status for each appointment type—choosing from Member, Non-member, or Lead. This means that when clients have scheduled appointments or available credits, their status will reflect the appointment types you've assigned.
How It Works:
Set Client Status on Appointment Types: When creating or editing an appointment type, you'll see a new "Client Status" field. Select whether clients with this appointment should be considered a Member, Non-member, or Lead.
Member Status Calculation: The system now combines statuses from both subscriptions and appointments to determine a client's overall status, following this hierarchy:
What This Means for You:
Feel free to reach out to our support team if you have any questions or need assistance setting up the new client statuses.