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

Pro Tip: Start with 3-5 broad tags, then add more specific ones as needed. Too many tags upfront makes the system overwhelming.

Step 2: Create Your First Tag

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

Pro Tip: Use color coding strategically. Green for active clients, Red for on-hold, Blue for VIP.

Step 3: Assign Tags to Clients

During Client Creation

When adding a new client
Scroll to the "Tags" field
Select from existing tags or create new ones
Save the client

Bulk Tagging

Assign tags to multiple clients at once:

Go to Clients list
Select multiple clients (checkboxes)
Click "Bulk Actions" → "Add Tags"
Choose tags to apply
Click "Apply"

Step 4: Filter Clients by Tags

Single Tag Filter

Go to Clients page
Click the "Filter" button
Select "Tags" filter
Choose a tag
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

Keep Tags Simple - Short, descriptive names work best
Use Consistent Naming - Decide on a convention (lowercase, hyphens)
Review Regularly - Archive or merge unused tags
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!

Read time: ~4 minutes | Difficulty: Beginner

使用标签管理客户