Understanding Dotify Status: Keep Your Recurring Deadlines Under Control
Managing multiple client deadlines can be overwhelming for web agencies. Dotify Status simplifies tracking by categorizing each deadline based on its renewal and payment status. This ensures agencies stay organized, avoid missed renewals, and maintain a clear overview of their financial and operational workflows.
What Are Dotify Status?
A Status in Dotify represents the current state of a deadline. Each deadline can be assigned a status to indicate whether it needs renewal, has been paid, or has been canceled.
By default, Dotify suggests using these four essential statuses to streamline operations:
✅ To Renew – The service (domain, hosting, email, etc.) requires renewal.
✅ Awaiting Payment – The service has been renewed but payment is still pending.
✅ Paid – The service has been successfully renewed and paid for.
✅ Canceled – The service is no longer active and has been removed from tracking.
These statuses contribute to Dotify’s reporting and dashboard, helping agencies get a quick overview of pending renewals, payments due, and services no longer active.
Why Are Dotify Status Important?
Without a proper system, agencies risk losing track of renewals and payments, leading to service interruptions, unnecessary expenses, or lost client trust. Dotify Status helps by:
? Providing clarity on what needs action.
? Preventing missed renewals through clear categorization.
? Streamlining financial tracking by distinguishing between paid and pending renewals.
? Enhancing reports and dashboards for quick insights on agency operations.
How to Use Dotify Status?
Step 1: Assign a Status to Each Deadline
When adding a new deadline, assign it an appropriate Status based on whether it requires renewal, payment, or has been canceled.
Step 2: Update Statuses as Deadlines Progress
As payments are made or services are canceled, update the status accordingly to keep your records accurate.
Step 3: Utilize 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 Status, web agencies can maintain a structured and efficient deadline management system. With clear distinctions between renewals, payments, and cancellations, agencies can optimize workflow, reduce risks, and provide better service to clients.
? Start tracking your recurring deadlines efficiently with Dotify today!