Dext provides the ability to set tags for your clients, to help you organise your practice.
Tags can be set from under your Practice account by navigating to Workflows and then Tags, where you can add, delete, and assign tags to multiple clients at once.
To assign tags to clients in bulk, click on a tag to select it. You’ll be able to see below how many clients are associated with that tag. Click to open the list of clients associated/not associated with that tag, and search or select from the list to add or remove clients. Then click the Update button to set those tags.
Tags are visible on the Client Overview and in the Practice Insight. You can use tags to search and filter your clients.