{"id":4140,"date":"2019-04-21T02:40:38","date_gmt":"2019-04-21T02:40:38","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%b9%d8%af%d9%8a%d9%84-%d9%82%d8%a7%d8%a6%d9%85%d8%a9-%d8%a7%d9%84%d8%ad%d8%a7%d9%84%d8%a7%d8%aa\/"},"modified":"2026-01-13T10:31:20","modified_gmt":"2026-01-13T10:31:20","slug":"editing-statuses-list","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/","title":{"rendered":"Editing Clients&#8217; Statuses List"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">The software allows you to add and modify the list of client statuses (Potential, Regular, VIP \u2026 etc.), where you can distinguish them and manage their profiles more effectively.<\/span><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><em><strong style=\"color: #111827;\">Note:<\/strong> Before starting, make sure to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-client-follow-up-app\/\" style=\"color: #1a56db;\"><strong style=\"color: #111827;\">activate the Client Follow-up App<\/strong><\/a>\u00a0in your account.<\/em><\/li>\n<\/ul>\n<h2 id=\"how_to_modify_client's_statuses_list?\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to modify Client's Statuses List?<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on \u201c<strong style=\"color: #111827;\">Clients<\/strong>\u201d from the main menu.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on <strong style=\"color: #111827;\">\u201cClient\u00a0Settings<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Select the card \u201c<strong style=\"color: #111827;\">Follow-Up Statuses<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Change the name and color for each status.\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on \u201c<strong style=\"color: #111827;\">Sticky<\/strong>\u201d to pin the status; otherwise, the status will be variable.\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Refer to the \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-pinned-status-and-assigning-it-to-a-client\/\" style=\"color: #1a56db;\"><span style=\"text-decoration: underline;\">Adding a Pinned Status<\/span><\/a>\u201d guide for more details.<\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">Click on \u201c<\/span><b style=\"color: #111827;\">Requires Follow-up<\/b><span style=\"font-weight: 400;\">\u201d to set an automatic follow-up appointment with the client by specifying the number of \u201c<\/span><b style=\"color: #111827;\">hours<\/b><span style=\"font-weight: 400;\">\u201d after which you want to receive a notification to start the follow-up with the client.<\/span><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on the button \u201c<strong style=\"color: #111827;\">Add New Status<\/strong>\u201d to add a new row to the list.<\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on the button \u201c<strong style=\"color: #111827;\">Save<\/strong>\u201d to confirm the addition or modification to the \u201c<strong style=\"color: #111827;\">Status List<\/strong>\u201c.<\/li>\n<\/ol>\n<\/div>\n","protected":false},"author":5,"featured_media":0,"template":"","categories":[2126,2141,2132,2143],"tags":[2738,2376,2741,2730],"class_list":["post-4140","tutorial","type-tutorial","status-publish","hentry","category-clients","category-clients-follow-up","category-client-settings","category-clients-statuses","tag---en","tag----en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Editing Clients&#039; Statuses List - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Editing Clients&#039; Statuses List - Daftra Knowledge Base\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-13T10:31:20+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/\",\"name\":\"Editing Clients' Statuses List - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2019-04-21T02:40:38+00:00\",\"dateModified\":\"2026-01-13T10:31:20+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Editing Clients&#8217; Statuses List\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Editing Clients' Statuses List - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/","og_locale":"en_US","og_type":"article","og_title":"Editing Clients' Statuses List - Daftra Knowledge Base","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-01-13T10:31:20+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/","name":"Editing Clients' Statuses List - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2019-04-21T02:40:38+00:00","dateModified":"2026-01-13T10:31:20+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/editing-statuses-list\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Editing Clients&#8217; Statuses List"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/4140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/5"}],"version-history":[{"count":3,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/4140\/revisions"}],"predecessor-version":[{"id":44563,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/4140\/revisions\/44563"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=4140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=4140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=4140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}