Client Labels allow studio teams to assign custom labels to clients, providing an easy, visual way to track important client details. Whether you need to note injuries, recent suspensions, special preferences, or "Do Not Call" requests, Client Labels ensure your team has instant access to key client information.
Why Use Client Labels?
Quick Identification – Easily see important client details at a glance.
Better Team Coordination – Ensure all staff members are on the same page about client needs.
Enhanced Member Experience – Personalize client interactions based on their history and preferences.
How to Create a Client Label
Go to Settings – Navigate to the Settings section in your Pipeline Solutions portal.
Select "Labels" – You'll see an option to manage and customize labels for your clients.
Customize Your Label:
Choose a Color – Select a color that makes the label visually distinct.
Enter a Label Name – Add a clear and concise label name (e.g., "Injury," "Do Not Call," "VIP Member").
Click "Add" – Now your label will be available for assignment to clients directly from the Client Profile.
Suggested Client Labels
While every studio may have different needs, here are some commonly used Client Labels:
Injury Alert – Indicates that a client has a specific injury or limitation.
New Member – Helps track and prioritize engagement for recently joined members.
Do Not Call – Marks clients who have opted out of marketing or follow-up calls.
VIP Member – Identifies high-value or long-term members for special attention.
Recently Suspended – Flags clients who may have been away for a few weeks or months and may need extra attention.
Managing Client Labels
Editing a Label
Go to Settings.
Click on the label name to edit.
Update the label name or color as needed.
Save changes.
Removing a Label (Globally)
Go to Settings.
Click "Delete" next to the label you want to remove.
Confirm the removal — this will remove the label from all clients.
Removing a Label (Single Client)
Open the Client Profile.
Click on the label that you would like to remove.
Click "Delete" to confirm the removal — this will remove the label this client only.
Best Practices for Using Client Labels
Keep It Simple – Use a concise set of labels that all staff members understand.
Standardize Across Locations – If managing multiple studios, ensure consistency in label naming.
Regularly Review and Update – Make sure labels remain relevant and useful over time.
FAQs
Who can create and assign Client Labels?
Any team member with appropriate permissions can create, assign, and manage labels.
Are Client Labels visible to clients?
No, Client Labels are for internal use only and are not visible to clients.
How many labels can I assign to a single client?
There is no limit to the number of labels a client can have, but we recommend keeping it manageable to avoid clutter.
Can labels be used as automation triggers?
Yes! When integrated with Make.com, adding a specific label to a client can trigger automated actions, such as sending an email or Slack notification.
Need Help?
If you have any questions about Client Labels, reach out to our support team via Intercom chat.