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Assign tags to clients

Learn how to create client tags and assign them to client profiles to group clients by type, like VIP, Senior, or Student, so you can filter your clients list more easily.

VIPRegularNew clientAlertReturningPremiumAssign Tags to Clients

How client tags work

  1. Client tags are custom labels you can create and assign to client profiles to categorise them.
  2. Tags help you filter your client list and target specific groups for marketing campaigns.
  3. You can create up to 20 client tags in your library.

Create a client tag

  1. Go to Settings > Clients > Client tags.
  2. Click Add tag.
  3. Enter a name for the tag and click Save.

Edit or delete a client tag

  1. Go to Settings > Clients > Client tags.
  2. Click Actions next to the tag you want to edit or delete.
  3. Select Edit to rename the tag, or Delete to remove it permanently.
Deleting a tag removes it from your library and from every client profile it has been assigned to. This cannot be undone.

Assign a tag to a client

  1. Open a client profile from your Clients list.
  2. Click Edit under Client details.
  3. Under Additional info, add one or more tags.
  4. Click Save to update the profile.

Filter clients by tag

  1. Go to your Clients list.
  2. Click on Filters.
  3. Select the tags you want to filter by.
  4. Your client list will update to show only matching profiles.
You can also filter by client tags in your client list and client summary reports.

FAQs

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