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September 30, 2024

Core - Appointment Member Status

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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:

    1. Member
    2. Non-member
    3. Lead
    4. Ex-member

What This Means for You:

  • Accurate Client Classification: Clients will be correctly classified based on their appointments and memberships, ensuring they receive appropriate access and communications.
  • Enhanced Access Control: This update affects features like the member app and marketing automations, providing a smoother experience for both you and your clients.

Feel free to reach out to our support team if you have any questions or need assistance setting up the new client statuses.

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