How can I create and manage tags?

Create a Tag

Easily create a tag from the client’s profile.

Step 1: The three dots in the top right corner open an action sheet that will enable you to create/ manage your client tags.

Step 2: From there you can either create your own tag specific to this person, or a tag group to which you’ll add other clients from your book, or select one of the suggested tags to get started. 

How to find your Tag Lists in your Client Book 

To manage your tag list you can search the tag in your client book, select the tag and then use the ‘+’ action in the top right corner to add more clients to the list. To remove a client swipe left on the name and select delete. 

Add Client to an existing Tag

Open the tag from your client list, select 'Add Client' and choose as many clients as you'd like from your client book to add to the tag. 

Updated July 21, 2021 18:14