Manage Client Tags

If you have created client tags, here is how to view, add, edit, and remove them.

Watch the video or follow the steps below.

View Tags

• Client Tags will display in the following places by default: 
  
  • Lists → Clients
  • The top of the client's profile
  • The appointment dialog for scheduled appointments
• If you wish to see Client Tags in other lists, such as Lists → Appointments, click the Columns button. Check the box labeled Client Tags, then click OK.

Manage Tags

1. Click Lists → Clients → Profile Settings.
2. Select the Client Tags tab.
3. Click the Edit button next to a tag to change its name and/or color.
4. Click the Remove button next to a tag to remove it from the system.

Note: Editing a tag will apply the changes to all clients and deleting a tag will remove it from all clients.