Custom Statuses

Custom statuses are user-defined statuses for events. The Default statuses are Cancelled, Closed, Confirmed, Proposal, Inquiry, and Hold. The default statuses can be edited but not deleted.

To see your event statuses, navigate to Administration > Custom Lists and select Event Statuses from the List to Update.

Adding A New Status

1. Click the Add New Status button.
2. Enter a name.
3. Select a color by clicking the ‘Color:’ box. Choose from the color palette that appears. Colors are used on the calendar and on reports. We recommend using a unique color.
4. Optionally, select if the status would be considered a ‘Confirmed‘ or ‘Proposal‘ status. If an event is associated to a ‘Proposal‘ status, the system will automatically prompt the user to change the event to a ‘Confirmed‘ status upon taking a payment. If an event is associated to a ‘Confirmed‘ status, the system will automatically prompt the user to close the event upon taking final payment.
5. Click ‘Save’ to keep changes, ‘Cancel’ to discard.

Editing a Status

1. Navigate to Administration > Custom Lists > Update Event Status.
2. Click the Edit link next to the status.
3. After changes have been made, click Save.

Deleting a Status

1. Navigate to ‘Administration > Custom Lists > Update Event Status’.
2. Click the ‘Delete’ link next to the status.
3. Click ‘OK’ on the alert to delete.