1. Start from Dashboard

2. Click on Settings

3. Click on Client & Contact info…

Note: If you have chosen a different CRM term, such as Job, Accounts, Pets, etc., this terminology will replace the term "Clients"

4. Click "Client Status"

5. Add any additional statuses I want to use. Click "enter" after each status.

Your new status will automatically save and can now be used in the client card