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Managing Phases & Statuses

Track and manage the lifecycle of students to proactively track progress, identify at-risk individuals, and deliver targeted, timely interventions.

By Red Belt Team | Last Update: October 31, 2026

A phase is a broad stage, such as Lead or Member. Each phase has its own statuses, such as New Lead, Warm Lead or Cold Lead.

Add a Phase

  1. Visit redbeltgym.com.
  2. Sign in to your account.
  3. Click Setup in the left-side menu.
  4. Under Contacts & contracts, click Status and Phase.The Status and Phase tile on the Setup page
  5. Your phases are listed across the top. The number next to each one is how many statuses it has. Click More to see the rest.
  6. Click + New phase.The list of phases and the New phase button
  7. Enter the phase name, then click the check mark to save it. Click X to cancel.The new phase name field with the check mark and X buttons

To rename or delete a phase, click Manage phases. A phase's statuses move with it. Click Done when you're finished.

Add a Status

  1. Click the phase at the top of the page. Its statuses are listed with a description and how many contacts have each one.
  2. Click Add a status.The Add a status button above the list of statuses
  3. Choose the Phase the status belongs to.
  4. Enter a Status name.
  5. Optional: enter a Description to explain the status to your staff.
  6. Choose a Colour.
  7. Click Save, or click Save & new to save and add another status.The Add a status window with the phase, status name, description and colour, and the Save button

To edit or delete a status, click the ⋮ button at the end of its row, then choose Edit or Delete.

Give a Contact a Phase & Status

  1. Click Contacts in the left-side menu.
  2. Search for the contact and click their name to open their profile.
  3. Under Basic info, click Edit.
  4. Choose a Phase, then choose a Status. The Status list shows only the statuses for the phase you chose.
  5. Click Save changes.The Phase and Status fields in a contact's Basic info and the Save changes button
Frequently Asked Questions

Common Questions & Troubleshooting

Why won't my contact save after I pick a phase?

When a phase is selected, a status is required. Choose a status, then click Save changes again.

Why is the Status list empty?

The selected phase has no statuses yet. Add one in Setup › Status and Phase.

What are contact types?

A contact type is a classification label used to facilitate better filtering, reporting, and targeted communication. Contact types change automatically based on activity, while phases and statuses are set by your team. See our article on understanding contact types for the full list.

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