CoachstraHelp

Client statuses: Prospect, Active, Inactive

Updated 25 September 2026

Every client has one of three statuses, shown as filter chips (All, Prospect, Active, Inactive, each with a count) at the top of the Clients screen.

  • Prospect β€” someone you haven't started paid, ongoing coaching with yet. This is the default status for a newly added client.
  • Active β€” a client you're currently coaching. Only Active clients count towards your plan's client limit.
  • Inactive β€” a client who isn't currently active, but whose history you're keeping.

Coachstra changes a client's status automatically in some cases: a payment moves a Prospect or Inactive client to Active, and a new booking brings an Inactive client back as well. You can also change a client's status by hand from their profile.

On the Clients list, an Inactive client shows a Reactivate link to bring them back to Active directly.

If your plan's client limit is reached, moving a client to Active (by hand, not automatically) may be refused with an error explaining the limit β€” archived clients never count towards it.

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