How To: Update the Client's Status

There are two ways to update a client’s status in the system.

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Option 1: Update the Status for Multiple Clients

1. Navigate to the Clients Section

   • Go to Clients in the main menu.

2. Select Clients

   • Use the checkboxes on the left to select one or multiple clients whose status you want to update.

3. Access Client Actions

   • In the upper-right corner, open the Client Actions dropdown menu.
   • Select Change Client Status.

4. Choose a New Status

   • A pop-up window will appear.
   • From the dropdown, select the new status for the client(s).

5. Save the Changes

   • Click Change to update the status.

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Option 2: Update Status for a Single Client

1. Navigate to the Client’s Dashboard

   • Go to the specific client’s profile.

2. Use the Client Card

   • On the client dashboard, locate the Client Card.
   • Use the status dropdown on this card to update the client’s status.

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Note: Ensure you have the appropriate permissions to update client statuses. Changes will be saved and reflected immediately in the system.