1.Why use tags?
Tags make it easy to categorize your clients and trigger custom automations. You can set them up in advance so that specific processes run automatically when a profile is created. They also help you segment session visibility, ensuring more precise and efficient organization.
2. How to create a tag
Go to Clients > Tags section of the platform:
Select + Add new tag.
In the Tag field, enter the name of the tag you want to create.
3. What are the tags created in the Clients section used for?
Once a tag is added, Harbiz tags serve two main purposes:
a) Visibility segmentation
Tags help display specific content on the platform. For example, tagging a client with “Yoga” ensures they only see yoga-related videos and resources, creating a personalized experience tailored to their interests.
b) Automations
Tags can trigger certain actions automatically when assigned to a client. This includes:
Sending a chat message: Automatically send a welcome or important information.
Assigning professionals to a client: Automatically link clients to the appropriate professionals.
Adding additional forms: Collect relevant information from the start.
Assigning exercise programs: Provide tailored training plans.
Assigning nutrition plans or groups of plans: Offer personalized dietary guidance.
Limiting chat messages: Efficiently manage communication.
Defining client service type: Specify the service the client will receive, such as Physical Activity or Nutrition.
4. What should you keep in mind when assigning a tag?
Tags serve two main purposes:
Automations upon first entry: When a client first joins, tags can trigger automated actions, such as sending welcome messages or assigning specific programs.
Filtering content on the platform: After the initial entry, tags help display only the content that’s relevant for each client, such as certain videos or sessions.
To activate automations on first entry:
Assign the tag while sending the client’s invitation.
This ensures that automatic actions are triggered as soon as the client joins for the first
Priority when using tags with subscription plans or one-time products:
If both the tag and the plan or product have automations, the plan or product settings will take precedence.
This means that the plan or product’s automations will be executed before those associated with the tag.
5. What are the steps to assign a tag to a client?
You have several options for assigning tags to your clients:
From the invitation:
Assign the tag while inviting the client, so it’s applied automatically when they join.
Multiple tag assignment:
Click on “Multiple selection.”
Select the clients to whom you want to assign the tag.
Click on “Assign tag” and choose the tag you want to apply.
From the client’s profile:
Select the desired client and access their profile.
Go to the "Information" section under "Personal data"
Click on "Edit" and select or modify the tags as needed.
Frequently Asked Questions
What’s the process for adding a tag to a session?
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How can I assign a tag to a specific plan or product?To add tags while creating plans or products:
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