Organize clients with tags

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clients tags

Tags

Tags are labels you apply to clients to group and filter them — for example
"prenatal", "athlete", or "monthly member". The available tags are a shared
vocabulary managed by the platform.

Apply tags

  1. Open a client in Contacts.
  2. In the tags field, add the tags that apply.
  3. Save. You can then filter your client list by tag.

Who can do this

Account admins apply tags to clients. The tag list itself is a shared vocabulary kept
consistent across the platform, so practices apply existing tags rather than editing the
master list. See User roles and permissions.

Tips

  • Consistent tags make it easy to pull a list (e.g. everyone tagged "prenatal") for
    follow-ups or promotions later.