Adding Tags to Clients via the Appointment Dialog

When you are manually scheduling appointments in IntakeQ, there is an easy way to quickly add tags to a client without going to their profile.

To do this follow the steps below:

  1. Open the appointment dialog and click "update client" next to their name.

  2. Click on the "Client Tags +" link in the window that appears. This will allow you to add tags to the client.

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