Client tags let you organise your clients into groups, so you can add multiple clients to a workflow at once instead of adding them one by one. A client can have more than one tag, and a tag can link to multiple repeating workflows.
Note: Workflows are available on the Practice Advanced plan. All roles in a Practice account can access Tags.
Create a tag
To create a tag, go to Tag management and give your tag a name.
Go to Workflows in the sidebar of your Practice account.
Select Tags.
Select + in the top right.
Enter a name in the Tag name field.
Under Assign clients, select Add next to each client under Available that you want to include.
Select Create tag.
You don't have to assign clients when you create a tag. You can add clients later by editing the tag. Added clients move to Assigned, where you can select Remove to take them off again.
Tip: Use the Search tags field to find a tag in a longer list.
Edit a tag
To edit a tag, select Edit next to it in the Tag management table. This opens the same page used to create a tag, pre-filled with its current name and assigned clients.
To rename the tag, update the Tag name field.
To assign a client, select Add next to their name under Available.
To remove a client, select Remove next to their name under Assigned.
Once you're done, select Save changes.
View clients and workflows linked to a tag
To view the clients or repeating workflows linked to a tag, select the number next to it in the Tag management table.
Selecting the number of clients shows every client currently assigned to that tag.
Selecting the number of repeating workflows shows each linked workflow with its cadence. Select Edit workflow next to a workflow to open it.
Select Edit tag to go to the tag's edit page. Select Close to return to the table without making changes.
Delete a tag
To delete a tag, select Delete next to it in the Tag management table.
Important: You can't delete a tag linked to a repeating workflow. Remove it from the workflow first, then delete the tag.