Use Client Tags

Tagging clients makes it easy to categorize them and have access to information by quickly glancing at their records.

You can tag a client manually or automatically. 

1. Tag a Client Manually

You can tag a client from the client profile or when viewing the client's intake form.

From the client profile:

  1. Click Lists → Clients and open the client's profile.
  2. Click the Tag icon and start typing the name of the tag.
  3. If the tag already exists, select it from the list. Otherwise, press Enter after you type the tag name.
  4. Once added, a client's tags will display next to their name.
  5. To change the color of a tag, click on it to pull up the Edit Tag window.
  6. Click Save.

From an Intake Form:

  1. Click Lists → Intakes and open the Intake Form.
  2. Locate the Client Tags section to the right side of the form.
  3. Click the + icon and start typing the name of the tag.
  4. If the tag already exists, select it from the list. Otherwise, press Enter after you type the tag name.

In Appointment Dialog:
  1. Click Bookings.
  2. Create the appointment for the client.
  3. In the appointment dialog, click edit client.
  4. In the next window, click the plus sign next to Client Tags on the lower left.
  5. Type the name of the tag you wish to add.
  6. Select the tag from the list that populates.
  7. The tag will appear under the Client Tags heading.
  8. Repeat to add more tags, if needed.
  9. Click Save.

2. Tag a Client Automatically

Just as you can use conditional rules for skip logic, you can also use them to create rules that tag clients automatically in your Intake Forms.

Create a Tagging Rule:

  1. Click My Forms and open the Intake questionnaire to which you wish to add the rule.
  2. Click the three dots icon and select Rules.
  3. Click Add Rule.
  4. Complete the 4 rule steps. Note that in step 3, in the THEN field, you will prompt the system to automatically tag the client.
  5. Click Save. 

See the image below for an example.

Note: Tags will only appear here if they have been manually created previously.

Set up Widget Auto-Tagging:

  1. Click Bookings → Booking Settings.
  2. Select the Services tab.
  3. Click Edit for the service to which you want to set up auto-tagging. 
  4. Select the Advanced tab on the left.
  5. In the Widget Auto-Tagging field, select the tag/tags you wish to apply to clients when they schedule the service.
  6. Click Save.

3. Remove a Client Tag Automatically

Automatically remove a client tag in the same way - by using rules in your intake forms.

Create a Remove Tag Rule:

  1. Click My Forms and open the intake questionnaire to which you wish to add the rule.
  2. Click the three dots icon and select Rules.
  3. Click Add Rule.
  4. Complete the 4 rule steps, selecting remove tag(s) from client for Step 3.
  5. Click Save.

Note: If you tell the system to remove a tag that was not previously applied, the system will see that the tag is not currently active and ignore the rule, as it will not apply.