Order Status
The stages an order moves through, from arrival to delivery.
Overview
Clientish ships with a default pipeline, and you can add your own statuses to match how your agency actually works. Each status becomes a tab on the Orders list with a live count, and status changes are recorded on the order timeline.
Default Pipeline
WHERE IT SITS — THE STATUS COLUMN, AND AS TABS ON THE ORDERS LIST
Pending
→
Submitted
→
Working
→
Complete
·
Canceled
→
Submitted
→
Working
→
Complete
·
Canceled
Custom statuses: add your own under Settings → Status Management; they appear as tabs alongside the defaults.
Notifications: a status change can trigger an automated email to the client, depending on your email settings.
Notifications: a status change can trigger an automated email to the client, depending on your email settings.
Step-by-Step Guide
- Open the order.
- Choose the new status from the status control.
- Save — the change is logged on the timeline and the client is notified if that email is enabled.
Tips & Best Practices
Keep the list short. Five or six statuses is usually enough — every extra stage is another tab your team has to check.