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Statuses at a glance

Almost everything in CoreHue carries a status badge. Most read the way you would expect. A few pairs are easy to mix up: signed and completed, cancelled and voided, open and overdue.

This page is the reference. Each section links to the fuller explanation.

Contacts​

BadgeWhat it means
LeadSomeone who has not committed yet.
ClientSomeone who has. A booking, a payment or a signed contract moves a lead here on its own.

→ Leads and clients

Bookings​

StatusWhat it means
PendingNot confirmed yet. Something is still outstanding.
ConfirmedEverything required is done. It is happening.
CompletedThe session has taken place.
CancelledCalled off, by you or by the client.
ExpiredRan out of time waiting for payment. It cannot be confirmed later.

Why a booking is pending​

Pending is the one people ask about. It always means one of three things:

  • Waiting for payment. A deposit or the full amount has not arrived.
  • Waiting on paperwork. A contract signature, a questionnaire, or a date still to be chosen.
  • Waiting on you. The service asks you to approve bookings before they are confirmed.

The booking tells you which, in a notice at the top: Waiting for payment, Waiting for a signature, Waiting for a response, or Requirements still outstanding when more than one thing is open. Sort out what is missing and it confirms itself.

If a booking collects payment, the slot is held until the money arrives. Miss the deadline and the booking becomes Expired, and the time reopens. An expired booking cannot be confirmed afterwards, even if the payment turns up. You use Create replacement booking instead.

→ Managing bookings and Why a booking is pending

The payment badge​

Alongside its status, a booking carries a separate payment badge, because money and confirmation move separately.

BadgeWhat it means
No paymentThis booking does not collect anything.
Awaiting paymentNothing has arrived yet.
ProcessingA card payment is going through.
Pending reviewThe client says they have paid and you have not confirmed it yet.
Partially paidSome of the money is in.
Deposit paidThe amount required to confirm has been paid.
PaidSettled in full.
OverdueThe balance is past its due date.
Needs attentionA payment was refunded or reversed after the fact.

Inquiries​

StatusWhat it means
OpenLive, still a real possibility.
BookedIt became a booking.
ClosedFinished, for whatever reason.

When you close an inquiry you say why: Not a fit, Date unavailable, Client declined, No response, Duplicate inquiry, or Other. Worth answering honestly. Over a year it tells you plenty about where your inquiries actually go.

Replying does not change the status. An inquiry stays Open whether you have answered or not. CoreHue tracks the conversation separately as Not contacted, Needs reply or Awaiting reply, so an open inquiry that needs an answer is still easy to spot. Closing an inquiry does not withdraw a proposal you already sent, and a later acceptance still moves it to Booked.

→ Inquiries

Invoices​

StatusWhat it means
DraftNot sent. Only you can see it.
OpenSent, and money is still owed.
Partially paidSome of the balance is in.
OverdueSent, unpaid, and past the due date.
PaidSettled in full.
Pending proposalIt belongs to a proposal that has not been accepted, so its link does not open.
CancelledVoided before it was paid.
Written offGiven up on as bad debt.

Partially paid, Overdue and Pending proposal describe where an invoice has got to, rather than something separate you set. An overdue invoice is an open one whose due date has passed. What decides whether you can still edit an invoice is not whether you sent it, but what has happened to the money. A payment recorded against it locks it, and so does Paid, Cancelled or Written off. Deleting every payment you recorded by hand unlocks it again. A card payment locks it for good.

Cancelled or written off?​

Both close the invoice, but they mean different things, and your accounts will care about the difference.

Cancelled means it should not have existed. Wrong contact, wrong amount, a duplicate, a job called off before it started.

Written off means it was correct and genuinely owed, but you have accepted it is not going to be paid. Any payments already collected stay on the record, and Reopen invoice undoes it.

→ Invoice statuses

Proposals​

StatusWhat it means
DraftStill being written. Nothing has been sent.
SentWith the client, awaiting their decision.
AcceptedThey said yes. Their choices are locked and the contract and invoice now exist.
DeclinedThey said no.
ExpiredThe deadline passed without an answer.
CancelledYou pulled it back.

An accepted proposal tracks its parts separately, so you can see how far along the client is: the contract, the payment, and the booking it creates. You can still cancel an accepted proposal while those steps are unfinished and no booking exists yet.

→ Proposals

Contracts​

StatusWhat it means
DraftStill being written.
SentWith the client, awaiting signature.
SignedThe client has signed. You have not.
CompletedSigned by everyone. Done.
DeclinedThe client refused to sign.
ExpiredThe deadline passed unsigned.
VoidedYou cancelled it.

On the contract page itself, a Signed contract carries a notice, Awaiting your signature, naming who signed and when. A Sent contract carries no notice, because its badge already says where it is.

Signed is not completed​

This is the most misread status in CoreHue.

Signed means your client has done their part and it is sitting with you. Completed means everyone has signed and the contract is final. You can download the PDF from Signed onwards. Your client only gets theirs once it is Completed.

Which one a contract lands on depends on where it came from:

  • A contract you send yourself always waits for your counter-signature.
  • A contract on a proposal offers a choice in its builder: Sign manually, which is the default and stops at Signed, or Use saved signature, which goes straight to Completed.
  • A contract on a booking service always applies your saved signature, because you are not in the room when someone books at midnight.

If contracts pile up at Signed, they are waiting on your counter-signature. Your Home screen lists them as contracts waiting on you.

→ Sending and signing

Questionnaires you have sent​

StatusWhat it means
DraftSaved but never sent. It appears in no list.
ScheduledWaiting to go out on a date you set.
SendingOn its way out now.
Awaiting responseWith the client, unanswered.
CompletedAnswered and submitted.
ExpiredThe close date passed unanswered.
CancelledYou called it off.
FailedCoreHue could not send it.

Documents → Questionnaires filters on All questionnaires, Awaiting response and Completed, so a draft or a scheduled one is not in that list. A questionnaire a booking service will send for itself sits on the booking instead, reading Scheduled until its day comes round.

→ Viewing responses

Galleries​

StatusWhat it means
DraftNever published. The link does not load.
PublishedLive. Anyone with the link, and any password you set, can open it.
UnlistedTaken offline. The link does not load.

→ Draft, published and the rest

Booking services​

StatusWhat it means
DraftNever published. Not on your booking page.
PublishedLive and bookable.
UnpublishedWas live, now switched off. Its link stops working.
ArchivedPut away. Out of your lists and out of pickers.

Intake forms use three of the same words: Draft, Published, Archived. Unpublishing one returns it to Draft. Archiving one is final.

Messages​

Conversations are less a status than a place. A thread sits in All messages, or you move it to Archived or the Bin. Unread is a fourth view over the same threads, not a place of its own. Sending into an archived thread, or getting a reply in one, brings it straight back to All messages. The Bin keeps a thread for 30 days.

Each message you send carries its own delivery state: On the way, Sending, Sent, Delivered, Taking longer, Not delivered, Marked as spam, Could not send or Not sent.

→ When an email doesn't arrive

Rows on a payment schedule​

An invoice split into instalments gives each row its own badge, which your client sees on their booking page: Pending, Paid, Overdue or Cancelled.

A collection your client builds is either Active, meaning they are still choosing, or Submitted, meaning they have sent it to you. If you switched on Lock after submission, a submitted collection cannot be changed afterwards.

The ones that sound alike​

These twoDiffer how
Booking Cancelled vs ExpiredCancelled means someone called it off. Expired means it ran out of time on its own.
Invoice Cancelled vs Written offCancelled means it should not have existed. Written off means it was real but will not be paid.
Contract Signed vs CompletedSigned is the client only. Completed is everyone.
Contract Voided vs DeclinedVoided means you cancelled it. Declined means they refused.
Gallery Unlisted vs DraftDraft was never published. Unlisted was live and is now switched off. Both are offline.
Service Unpublished vs ArchivedUnpublished is paused and will be back. Archived is put away.
Questionnaire template vs requestA template is the reusable form. A request is one copy sent to one person.

Your own account carries badges too: a connected domain, a subscription, and each line of your billing history. Those are covered in Your links and domain and Billing.