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How to Create and Manage Tags

How to Create and Manage Tags

Tags help categorize your students' interests and make it easier to find students with similar interests using search filters!

Updated over 3 months ago


There Are Two Ways to Create Tags:


1. METHOD 1

STEP 1 - Access

Click on the Profile Picture Icon in the upper-right corner > Settings > Tags.

STEP 2 - Create a New Tag

Click the green button "New Tag", then enter the name of the Tag.


2. METHOD 2

STEP 1 - Access

Go to CRM > Students (Leads).

STEP 2 - Select the Student

Choose the student you want to add a Tag to. Click on the student's name to access their profile.

STEP 3 - Create a New Tag

On the right-hand side of the screen, you’ll find the area where each student's Tags are displayed.

  • Click in this area, and you can:

    1. Add an Existing Tag: Select one from the available options.

    2. Create a New Tag: Type the name of the new Tag you want to create and click "New".


If you still have questions, please contact support or reach out via WhatsApp.

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