Add Tags to Clients via the Appointment Dialog

When you manually schedule appointments in PracticeQ, there is an easy way to quickly add tags to a client without opening their profile.

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.