Tags are helpful for organizing and sorting your client list and creating work from templates. This article is going to walk you through all the steps to help you add tags to multiple clients at a time.

1. From the Clients tab, select all applicable clients by checking the box on the far right of each client line

2. Click on the pad and pen icon at the top of the screen to Edit selected clients

3. Under Tag selected clients type in or add the tags you want to apply to this group of clients then hit Update. 

4. Tags will show up as subtext under clients

Note: Remember that whenever possible, Tag names should have a minimum of three or more letters or numerical characters to ensure that each tag is unique