Viewing a group of tagged clients

Viewing clients who are in at least one of your selected Tag groups

  1. Navigate to your Business tab.
  2. Select Clients.
  3. To view all clients within one group, select a Tag name from the group of Tags on the left.



    If you have a long list of Tags to search through, or if you want to add multiple Tags, you can enter a portion of the Tag name in the Filter clients by tag search box.



  4. Continue to search for Tags until you have added all the Tags that you want to display records for.



    All clients with at least one of the Tags selected will display in your Client List, meaning a client record need not contain all tags selected.

Viewing clients who are in all of your selected Tag groups

  1. Navigate to your Business tab.
  2. Select Clients.
  3. Select Filter.
    • Zero results will display until you've selected filtering criteria.
  4. In the Filter by drop-down menu, select Client tag > Client has tag > Choose the tag from the drop-down. 
  5. Select Add to apply the filter. 
  6. Repeat Step 4 until all tags have been applied.
    Note: Multiple criteria filters are not exclusive of one another, meaning your results will narrow each time. If you select to filter by two tags, the client must have both tags in order to display.
    • Select Remove to clear out criteria that you've added.



  7. All clients who meet the tag criteria will display. You can then email those specific clients only, or download their information to a CSV file.

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