Client Tags are customizable labels that can be attached to a client's profile, helping you to organize your clients in a way that in a way that is tailored to your business. Tags can be used to easily identify clients based on treatment type, visit frequency, promotional eligibility (i.e. first responder, teacher, etc.), or any custom identifier you wish to create.
Tags serve a few purposes, including:
- Viewing and sorting Clients by their assigned Tag.
- Filtering Clients by Tag to send a targeted email.
To add a Tag to a single Client's record, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Under the Details tab, select +Add/Remove next to Tags to open Add/Edit Tags.
- If adding a new Tag, enter the Tag Name. Press Enter on your keyboard or select
to add the Tag to your collection.
- If adding an existing Tag, search for and select the Tag Name.
- Select Save to add the Tag to the record and to return to the Details section of the Client's record.
To add a Tag to more than one record at a time, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Select the checkbox to the left of each name that will be receiving a Tag. Note:
- If the Clients are on different pages, you can search for and select one and then search for and select the other.
- If you want to select all on the page you're viewing, select the checkbox at the top of the list to expand the menu and then select All.
- Select Options at the top of the list to expand the dropdown menu.
- Select Apply Tag to open Add/Edit Tags.
- If adding a new Tag, enter the Tag Name. Press Enter on your keyboard or select
- If adding an existing Tag, search for and select the Tag Name.
- Select Save to add the Tag to all of the selected records and to return to your list.
Alternatively, you can filter your Clients based on selected criteria to add a Tag to those results.