Creating Custom Tags to Organize Your Client List

Creating Custom Tags to Organize Your Client List

You can now easily create custom tags within your account to organize your client list. These tags can then be used to filter clients based on their tags when searching your client list. 

Step 1: Within any client profile, scroll to the bottom of the Client Overview tab and click the blue (manage) button.


Step 2: Create as many tags as you'd like by pressing the + Create New Tag button.



Step 3: Once you have created the desired tags, you can select as many as you'd like from the dropdown to be assigned to that client. 


Step 4: To search by assigned tags, simply go to your Clients tab, and select the tags that you'd like to search on from the dropdown. 



Note: If you select multiple tags from this dropdown, the system will only populate clients that have BOTH tags assigned.

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