Client tags let you organise your clients into groups. Once a client has a tag, you can use it to add all clients with that tag to a workflow at once, rather than adding them one by one. A client can have more than one tag, and a tag can be linked to multiple repeating workflows.

To create a tag, go to Workflows in the sidebar of your Practice account, then select Tags. In the Add tag field, type a name for your tag and select +.

Your new tag will appear as a pill at the top of the page.

To assign clients to a tag, select the tag you want to update from the pills at the top of the page. The page will show two lists: clients already associated with the tag on the left, and clients not yet associated on the right.

Select + Add next to any client to add them to the tag, or Remove to remove them. Both lists are searchable. Select Update tag to save your changes.

To rename a tag, select it from the pills at the top of the page, update the name in the Tag name field under Update tag, and select Update tag.

To delete a tag, select the × on the tag pill.

Important: Tags that are linked to a repeating workflow can't be deleted. To delete the tag, you'll need to remove it from the associated workflow first.

When you select a tag, the page shows an Associated repeating workflows section at the bottom. This lists any repeating workflows that use the tag, along with their cadence. Select Edit workflow to make changes to a workflow directly from here.