Release Note
Profile Status Labels
Release date:
Profile Status Labels let you sub-divide Active, Closed and Waitlist without changing the underlying status logic.
Managing Labels
• Superusers manage labels under Control Panel → Profile Statuses: add, rename, reorder and delete labels under each status.
• Renaming a label updates it for all clients assigned to it. Each label shows how many clients use it.
• When deleting a label with clients, choose whether to move them to another label or to the plain status. A notice summarises the move before you save.
Assigning Labels
• Select a status and label together, such as "Closed - Discharged", when adding or editing a client, or through the Change to… menu in the client list.
• When a client's status changes, their existing label is cleared unless a new label is selected.
Where Labels Show
• Status badges on the client record header, client list and client details card.
• The client list sidebar shows labels beneath their statuses with counts. Click a label to filter.
• A new optional Profile Status column in client list column settings.
Automation
A new Profile Status Label condition is available for client-based triggers such as Client Profile Status Changed. Test Event supports simulating status and label changes, for example "Active → Closed - Discharged".
Good to Know
• Enabled separately for each account. Contact our support team to switch it on.
• Changing only a client's label, without changing their status, doesn't trigger Client Profile Status Changed.
• Labels start empty for every account.









