Change Client Status

Changing Client Status

Summary: Learn how to update client status in growlio to accurately reflect relationship states and maintain organized records.

Overview

Client status helps you categorize customers based on their current relationship with your business. Changing status from "Active" to "Inactive" (or vice versa) keeps your client list organized and ensures you focus on current relationships. This guide shows you multiple ways to update client status efficiently.

Prerequisites

Active growlio account
Existing client records
Member-level permissions or higher
Understanding of your business's status definitions

How to Change Client Status

Step 1: Navigate to Clients List

Go to Business > Clients to view your complete client database. You'll see all clients with their current status displayed in the list view.

Step 2: Locate Target Client

Use the search bar or scroll through your list to find the client whose status you want to change. You can also filter by current status to quickly find specific clients.

Tip: Use the status tabs at the top (All, Active, Inactive) to view specific groups before making changes.

Click the three-dot menu icon next to the client's name. This opens a dropdown menu with available actions for that client record.

Step 4: Select Change Status

In the actions menu, hover over or click "Change Status" to see available status options. growlio displays current status with a checkmark.

Step 5: Choose New Status

Click the desired status (Active or Inactive). The status updates immediately without requiring additional confirmation.

Tip: Active status is for current clients. Use Inactive for past customers you're no longer working with but want to keep in your database.

Step 6: Confirm Status Update

A success notification appears confirming the status change. The client immediately moves to the appropriate status tab and any status-based filters update.

Step 7: Change Status from Client Profile

Alternatively, open any client's profile page by clicking their name. Find the status dropdown at the top of the profile and select a new status directly.

Tips & Best Practices

Define clear criteria for when to change client status
Set regular reminders to review and update client statuses
Document reasons for status changes in client notes
Keep inactive clients in the system for historical reference
Use inactive status instead of deleting clients
Train team members on consistent status change practices
Review inactive clients periodically for potential reactivation
Update status promptly when projects complete or clients leave
Consider seasonal clients and when to change their status
Use status changes to trigger follow-up workflows or reminders

Troubleshooting

Issue: Status won't change when clicked

Solution: Ensure you have Member-level permissions or higher. Viewers cannot modify client data. Refresh your browser and try again. Check if you're experiencing internet connectivity issues.

Issue: Client disappeared after status change

Solution: The client didn't disappear - they moved to a different status tab. Click "All Clients" to see all records regardless of status, or click the specific status tab to find them.

Issue: Can't find status change option

Solution: Look for the three-dot menu next to the client name or open their full profile. The status dropdown should be visible at the top of the profile page under basic information.

Issue: Bulk status change didn't work

Solution: Verify you selected multiple clients before opening the bulk actions menu. Ensure all selected clients are eligible for status changes. Try changing status for clients one at a time if bulk continues failing.

Issue: Status change not reflected in reports

Solution: Reports may cache data briefly. Refresh the report or wait a few minutes for updates to propagate. Check that your report filters include the new status category.