Understanding Dotify statuses: keep your recurring deadlines under control
Managing multiple client deadlines can be overwhelming for web agencies. Dotify statuses simplify tracking by categorizing each deadline based on its renewal and payment status. This allows agencies to stay organized, avoid forgotten renewals, and maintain a clear overview of financial and operational workflows.
What are Dotify statuses?
A status in Dotify represents the current condition of a deadline. Each deadline can be assigned a status to indicate whether it needs renewal, has been paid, or has been cancelled.
By default, Dotify suggests using these four essential statuses to streamline operations:
To renew – The service (domain, hosting, email, etc.) needs renewal.
Awaiting payment – The service has been renewed but payment is still pending.
Paid – The service has been successfully renewed and paid.
Cancelled – The service is no longer active and has been removed from tracking.
These statuses contribute to Dotify’s reports and dashboard, helping agencies get a quick overview of pending renewals, due payments, and inactive services.
Why are Dotify statuses important?
Without a proper system, agencies risk losing track of renewals and payments, causing service interruptions, unnecessary expenses, or loss of client trust. Dotify statuses help by:
Providing clarity on what needs attention.
Preventing forgotten renewals through clear categorization.
Simplifying financial tracking by distinguishing between paid and pending renewals.
Enhancing reports and dashboards for quick insights into agency operations.
How to use Dotify statuses?
Step 1: Assign a status to each deadline
When adding a new deadline, assign it an appropriate status based on whether it needs renewal, payment, or cancellation.
Step 2: Update statuses as deadlines progress
When payments are made or services are cancelled, update the status accordingly to keep records accurate.
Step 3: Use reports and dashboard insights
Dotify’s dashboard provides an overview of upcoming renewals, pending payments, and expired services, allowing agencies to act proactively.
Final Thoughts
By using Dotify statuses, web agencies can maintain a structured and efficient deadline management system. With clear distinctions between renewals, payments, and cancellations, agencies can optimize their workflow, reduce risks, and deliver better service to clients.
Start tracking your recurring deadlines efficiently with Dotify!