Perform works out a trainee’s status from their subscription. You do not set it by hand. Change the subscription and the status follows.

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The three statuses on the board

These are the pills in the card header, the chips above the list and the values of the Status filter.

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What makes a trainee inactive

Either of these:
  • You froze the subscription. See Freezing and app access.
  • The end date passed. The end date that counts is the end of the last queued subscription. A trainee with a renewal lined up stays active when the current one runs out.

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What makes a trainee active again

  • Reactivating a frozen subscription.
  • Adding a new subscription that covers today.
A trainee who never had a plan with an end date is treated as active.

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What inactive means for the trainee

An inactive trainee who opens the app sees a locked screen with a button to contact the studio on WhatsApp. See Contact WhatsApp number.
It can take up to about half a minute for the app to notice that access was switched on or off.

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Coaching stage

The board also sorts trainees by where they are in their subscription. This is separate from the status. Find it in the filter dialog under Coaching stage.

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Training status

A third label looks only at check-ins.
  • On track: a check-in in the last 7 days.
  • No check-in: none in the last 7 days, or none at all.

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Paused, churn risk, churned and archived

Perform also stores a record status for each trainee, with five values: Active, Paused, Churn risk, Churned and Archived. You may meet these names elsewhere in the product. What matters in daily work:
  • The trainee board does not use them for its chips and pills. It uses the three statuses above.
  • The edit dialog on the board has no status field, so you do not change them there.
  • Archived is the one with a practical effect. An archived trainee does not count towards your Perform plan’s trainee limit. Bringing a trainee back from the archive counts them again, and is refused if the plan is full.
  • Churned and Archived trainees show as Ended in the coaching stage.
“Paused” in everyday speech is what the board calls a frozen subscription. Use Freeze plan for that.

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Find trainees by status

  • Press a chip above the list: Active, Inactive or Inactive with access.
  • In the advanced filter, use Status with is or is not.
  • For frozen trainees only, use Frozen subscription is Frozen.
  • For trainees about to become inactive, use Days to subscription end less than a number.
See Search and filters.