Stay in Control with Customer Statuses

Managing customers isn’t just about names and addresses. It’s about knowing who’s active, who needs attention, and who shouldn’t be booked right now. Without a clear system, important details can be missed.

Customer Statuses give you a simple way to label and manage each customer more effectively. You can create any number of custom status options to reflect how your business works, with on-hold statuses clearly highlighted across the platform.

Once a status is set, it’s visible wherever that customer appears. This makes it easy for teams to spot customers that need extra care or should be paused - before work is scheduled.

Setting up Customer Statuses is quick and flexible. Create the statuses you need, assign them to customers, and update them as situations change. Whether a customer is temporarily on hold, awaiting approval, or ready to go, the right information is always front and Centre.

By making customer status visible at a glance, teams can avoid mistakes, communicate more clearly, and keep operations running smoothly. Everyone works from the same up-to-date information, reducing confusion and unnecessary follow-ups.

Customer Statuses are designed for day-to-day operations, whether you manage a small customer list or hundreds at scale. It’s a simple way to stay organized and in control.

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