Managing Clients

Tagging Your Clients

Organize your client list with color-coded tags you define yourself.

1. Open your dashboard, then Clients

   Tags appear right in the client list — no separate tags page to visit.

2. Click “Manage Tags”

   This button sits above your client list, next to Add New Client.

3. Name it, pick a color, and click Add

   This is where tags actually get defined — a name, a swatch from the palette, then Add. Existing tags can be renamed (tap the name), recolored (tap the dot), or deleted from this same list.

4. Tap the plus to assign a tag

   Back on the client list, every client can carry as many tags as you like — tap the plus icon to open the picker and check off tags for this client.