Managing tags helps you organize clients, notes, and documents more efficiently within your workspace. You can create, edit, or delete tags to group related items, making it easier to filter information, track progress, and find what you need quickly.
Create and customize tags through the client record page:
Go to Clients.
Hover over a client and select the edit tag button.
Select the grey dot to customize the tag's color.
Type in the name you would like to create for the tag.
Select Create new.
Create and customize tags through the personal information tab:
Go to Clients.
Select a client to see their record.
Go to the personal information tab.
Press edit in the Provider Details section.
Press the grey dot to customize the tag's color.
Type in the name you would like to create for the tag.
Select Create new.
Delete tags
Navigate to the client record page,
Follow the steps to customize or create tags.
Click on Tags and select Manage Tags.
Press the trash can icon next to the tag you want to delete.
Scroll down and press Save.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.