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Using Client Tags

How to create, manage, assign and use client tags

Updated today

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 programmes, adding resources, or managing client accounts.

How to Manage Tags

➕ CREATE A CLIENT TAG

  1. To create a client tag, click on the bottom left icon (your initials or avatar) in the left sidebar menu.

  2. Click on Settings > Tags.

  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 Settings > Tags.

  2. Click on the ellipsis menu (three vertical dots) 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 Settings > Tags.

  2. Click on the ellipsis menu (three vertical dots) 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.

Once you have created your tag, return to the client's tab to add clients to the tag.

Select the clients you want to add to the tag, then in the Bulk Action dropdown menu choose Assign/Unassign Tag. Select the tag name, ensure all the clients are correct then you can add clients to the tag.

OPTION 2:

The second way to create a tag is to select all clients you want in the tag from the main Client Index page.

Click the drop-down menu and choose Assign/Unassign Tag.

To create a new Tag name, type the Tag name into the box.

Now you will be able to name your tag as well as add more clients.

Hit the Assign to Tag button at the bottom of the page and you are all set!

ADDING ADDITIONAL CLIENTS:

You can always add additional clients to your groups by selecting them on the Client Index page and choose Assign/Unassign to tag from the drop-down menu.

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