How do I add tags to Clients?

Here’s how to add tags to Clients, starting from the “Clients” tab of your Dashboard. 

Step-by-Step Guide:

To add tags to existing clients, check the box for each client and click the “Tags” link to assign tags:

Step-by-step instructions are below.

 

Step 1: Check the box next to each client you want to assign tags to.

 

Step 2: Click the “Tags” link.

 

Step 3: Assign tags as desired, or create a new tag to assign.

 

Step 4. Click “Update Tags” to confirm.

 

 

To add tags to a new client, you can add the tags as part of the invite process:

Step-by-step instructions are below.

 

Step 1: On the “Clients” tab of your Dashboard, click the “Add New Client” button.

 

Step 2: Enter your client’s personal information.

Step 3: Click the “+Tags” button under the “Content Info” heading.

 

Step 4: Select tags or create new tags as needed.

 

Step 5: Click the “+Add Client” button to confirm and create your new client!

Now that you know how to add tags to organize your clients, you are better equipped to customizing your service to all of your clients’ needs!