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Help CenterGetting StartedUnderstanding Client Statuses

Understanding Client Statuses

Every client in Tendly has a status that helps you organize your caseload:

  • •Active — currently receiving services
  • •Prospective — potential client, not yet started
  • •On Hold — temporarily paused
  • •Inactive — no longer receiving services
  • •Archived — removed from active views

You can filter your client list by status and change a client's status from their profile or the client list actions menu.

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