List status

Overview

A status tracks progress within a particular list membership. Complete and Removed end active membership on that list. They are not intermediate progress labels. The person’s record remains available after leaving the list.

Status types

A status type determines what the status does. Its displayed name is the label you customize in Settings. Renaming a Complete status to “Enrolled,” for example, does not change its effect: the person leaves the active list.

• Entry: The initial status when someone is added to a list. There is one entry status, often named Waiting.
• Intermediate: Progress steps while the person remains on the list, such as Tour Scheduled or Spot Offered. You can create none or several.
• Complete: A successful end to the waitlist process, such as Enrolled or Accepted. Applying it removes active membership.
• Removed: An end to membership because the person no longer wants or is eligible for the place. Applying it also removes active membership.

Change one person’s status

1. Open the relevant waitlist and click the person’s current status, or open their record and use the status button beside the relevant list.
2. Choose the new status. Check its type before choosing a completion or removal label.
3. If a Select Reason dialog appears, choose the appropriate reason and click Save to apply it. Use Back to leave without applying the change.

An entry or intermediate status change keeps the membership active. Choosing Complete or Removed ends it. If no reasons are configured for that terminal status, there is no reason-selection step; do not assume that choosing the status only opens a preview.

Removal reasons

Configure reasons separately for Complete and Removed. If reasons exist for the chosen status, staff must select one when applying it. These reasons are for account users; customers do not choose from your staff reasons. A customer removing themselves is recorded with the reason Removed by Customer.

Setup

1. Go to Settings > Statuses.
2. Rename the entry, intermediate, complete and removed labels as needed.
3. Use Add Status to add an intermediate step. Only intermediate statuses can be reordered; use their Move up/Move down controls.
4. Update the reasons beside Complete and Removed, then click Save changes.

Bulk edit for multiple people

1. Open the list and select the checkboxes beside the people to update. Review the selected count.
2. Click Change status in the selected-people toolbar.
3. In the dialog, choose the new Status. If you choose Complete or Removed and reasons are configured, select the Reason.
4. Review the scope. Click the dialog’s Change status button to apply the change, or Cancel to leave everyone unchanged.

Everyone selected receives the same status and, where applicable, reason. People already in the selected status are not updated. A bulk completion or removal ends the selected memberships; it does not delete the people.

Undo or add someone back

After a single or bulk Complete/Removed status change, use Undo in the immediate notice if the change was a mistake. Act while that notice is visible.

Once Undo is gone, staff must manually add the existing person back to the appropriate list. Find their existing record rather than creating a duplicate. See Manage a person’s place on a list. Do not delete the person to try to reverse a status change.

Filtering by status

Open the list, click Filter and choose a status to narrow the active entries. Only entry and intermediate statuses appear because completed and removed memberships are no longer active on that list.

Where does status appear?

Status and removal reasons appear in list views, activity/history and exports. Open Activity > List removals to review people who left lists. For moving someone or adding an existing person back, see Manage a person’s place on a list.

For the differences between list membership, person deletion and email preferences, see Remove, Complete, Delete or Unsubscribe: What Changes?.