Change One Client’s Status
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- In the “Main” tab, click on the “Miscellaneous” section
- In the “Client” section, select the desired status for the profile
- Click the [Save Status] button
Change Status of Multiple Clients
- Go to People, then click on “Bulk Client Status Change” found in the sidebar under Clients
- Search for the desired profiles to change
- Check the box beside each person requiring a status change (or check the “Select All” box at the bottom)
- Click the [Update Status] button
- Select the desired status to apply from the dropdown menu
- Click the [Update Status] button