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Adding tags to a client's profile

Make sorting your clients easy with customisable tags

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Written by Alex Forde
Updated over 3 months ago

Client tags are a unique identifier that can be used by your business to identify client into a group of clients that share a common injury/interest/treatment etc.

Eg. 'Neck', 'Shoulder', 'Knee', 'Back', 'NDIS', 'Women's Health', 'Yoga' etc.

From the menu, select Clients.
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Search or find the client and enter the clients profile by clicking on the client's name or selecting edit from the action menu.
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In the client's profile edit the client details by clicking on the pencil icon in the top right hand corner of the profile.

Scroll down to Client Tags.


Search for the tag you would like allocated to the client by typing in the the tag or using the drop down menu. Once selected the tag should show under the search bar. You can add multiple tags to a client's profile.

Once you have chosen the correct tags, don't forget to scroll to the bottom and click Update to save your changes.

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