Organizing Clients with Tags

Learn how to use tags to organize clients, filter your list, and streamline your workflow. Tags help you categorize clients by location, service type, status, or any custom criteria.

Introduction

Tags are powerful organizational tools that let you group clients beyond basic filters. Whether you're managing 5 or 500 clients, tags keep everything organized and searchable.

Step 1: Understanding Tags

Tags are labels you assign to clients for easy categorization and filtering.

Common Tag Uses

• Service Type: yoga, nutrition, pt-sessions, massage
• Location: downtown-studio, mobile-client, online-only
• Status: vip, new-client, on-hold, returning
• Payment: monthly-plan, pay-as-you-go, corporate-account
• Program: weight-loss, injury-recovery, competition-prep

Step 2: Create Your First Tag

1. Go to Settings → Tags
2. Click "Create Tag"
3. Enter tag details: Name, Color, Description (optional)
4. Click "Save"

Step 3: Assign Tags to Clients

During Client Creation

1. When adding a new client
2. Scroll to the "Tags" field
3. Select from existing tags or create new ones
4. Save the client

Bulk Tagging

Assign tags to multiple clients at once:

1. Go to Clients list
2. Select multiple clients (checkboxes)
3. Click "Bulk Actions" → "Add Tags"
4. Choose tags to apply
5. Click "Apply"

Step 4: Filter Clients by Tags

Single Tag Filter

1. Go to Clients page
2. Click the "Filter" button
3. Select "Tags" filter
4. Choose a tag
5. Client list updates to show only tagged clients

Multiple Tag Filter

• "AND" logic: Show clients with ALL selected tags
• "OR" logic: Show clients with ANY selected tags

Best Practices

1. Keep Tags Simple - Short, descriptive names work best
2. Use Consistent Naming - Decide on a convention (lowercase, hyphens)
3. Review Regularly - Archive or merge unused tags
4. Color Code - Use colors consistently across your practice

Next Steps

• Create your tag system - Start with 5 essential tags
• Tag existing clients - Use bulk tagging for efficiency
• Save filter views - Create saved views for common tag combinations

Organized tags lead to faster client management!

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Read time: ~4 minutes | Difficulty: Beginner