How to Customize Your Client Pipeline and Statuses


The default pipeline in Senior Place works well for the majority of users; however, we understand that some of you want to add, remove, or archive statuses on your pipeline to better fit your workflows. Here's how to do just that:


1) Navigate to Agency Settings > Clients


  1. Navigate to the profile menu
  2. Select Agency settings
  3. Click Clients

2) Customize Your Statuses


Note: Some statuses may have limited customizability.


Add a New Status


At the bottom of the Home Care Client Statuses section, you'll find the Add Status field. To add a new status, enter your new status name in the text field and click Add Status.


Edit an Existing Status


  1. Reorder a status
  2. Change Status icon
  3. Edit Status Name
  4. Adjust Status Category
    • Active - This is for Clients you are currently working with
    • Closed - This is for Clients you are finished working with
  5. Change whether the Status is Shown or Hidden on the Client Pipeline
  6. Archive the status

Have more questions? Feel free to reach out to us at support@seniorplace.com!