ITB Help Center
Reference

Order Statuses

Reference guide to all order statuses and what they mean.

Status Overview

Each Order progresses through a series of statuses that reflect its lifecycle:

StatusDescription
DraftOrder saved but not yet submitted
NewOrder submitted and awaiting review
ReadOrder has been viewed
ApprovedOrder confirmed and scheduled
CompleteWork is finished
ArchivedOrder moved to archive

Status Transitions

Statuses generally flow forward:

DraftNewReadApprovedCompleteArchived

Additional rules:

  • Any non-archived Order can be archived directly
  • Any Order that isn't already New — including archived ones — can be reopened (moved back to New)

How Statuses Change

  • Use Mark as Read on a New Order's detail page to move it to Read
  • Creating an Order in the dashboard with Create & Approve creates it already Approved
  • When a client books through the online scheduling page, a new Order is created with New status

Automation triggers

You can set up automations that fire based on status changes — for example, sending a confirmation email when an Order is approved.

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