Tags are a great way to sort clients in your Profiles section. If you know that you have several clients who love Paris, for example, you should add the tag "Paris" to their Profile. The next time you have a great rate for a hotel in Paris, or there is a special event happening in Paris that you think your Paris-loving clients should know about, you can search the tag "Paris" and all of those clients will be listed for you.
Here's how to do it:
1). Click + New Individual to create a new client profile. If you have an existing client that you would like to add a Tag for you can ignore this step and just open their profile.
2). If you're creating a new profile, this is the profile form that will pop up for you to fill out.
3). As you scroll down in the profile form, you will find the Tags section. This is where you will enter the tags you want to add for the client (ex. Paris). IMPORTANT: You must press enter/return on your keyboard after you type in your tag or it will not save. If you've done it correctly, you'll see your tag (ex. Paris) will have a gray box around it which indicates it is entered in correctly.
4). Once you've added your tags, click Save and you're done!