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Using Client Tags to Organize Clients 🏷️

How to create, manage, assign and use client tags

What are Client Tags?

Client tags help you manage, organize and filter your client list based on shared characteristics that aren’t covered by standard filters (such as program).

You can use tags to quickly group clients, then filter your list and save it as a Smart List for future use.

Once filtered, you can take bulk actions such as sending messages, assigning programs, adding resources, or managing client accounts.

How to Manage Tags

➕ CREATE A CLIENT TAG

  1. To create a client tag, click on the Account Menu at the bottom of the left sidebar (your profile picture or initials), and select Settings.

  2. Select the Tags tab.

  3. Click on the green Add Tag button in the top right corner.

  4. In the popup box, enter the name of your tag and select the tag type.

  5. Click Add Tag to finish.
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✏️ EDIT A CLIENT TAG

  1. To edit a client tag, go to Account Menu > Settings > Tags.

  2. Click on the ellipsis menu (⋮) and select Edit.

  3. Edit as desired and press Save to confirm.

Confirm to delete and the tag will be deleted. This will not affect any of the clients within that tag, it will just remove the tag from your account and filters.

🗑️ DELETE A CLIENT TAG

  1. To delete a client tag, go to Account Menu > Settings > Tags.

  2. Click on the ellipsis menu (⋮) and select Delete.

  3. Press Delete Tag to confirm.

This will not affect any of the clients within that tag, it will just remove the tag from your account and filters.

Using Client Tags

🏷️ ADD/REMOVE CLIENTS TO AN EXISTING CLIENT TAG

  1. To add or remove an existing client tag to clients, go to Clients > Active and select the required clients.

  2. In the Bulk Action dropdown menu choose Add Tag or Remove Tag.
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  3. In the popup window, select the required tag name.

  4. Press Add Tag/Remove Tag to finish.

You can also add additional clients from the same popup window, or remove clients by clicking on the x next to their name.

🏷️ EDIT CLIENT TAGS FOR AN INDIVIDUAL CLIENT

You can also view and edit the clients tags for a specific client from within the Dashboard tab of their account overview page.

📌 NOTE

Tags must be added manually. It is not currently possible to automatically apply client tags based on client actions (for example, submitting a form or completing a program).

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