What are tags and how to use them?

You can use Tags to manage your clients better. You can segregate and filter your clients using the tags you have given them.

1. In a client's profile, you will be able to see the "Add Tag" option under the client's name.

2. You can click on the 'Add Tag' option and begin typing the tag name you want.

3. Once you type the name of the tag, it will give you the option to add that tag name - 'Create <TAG NAME>'.

You can now use these tags as filters as well -

1. Click on the filter icon beside the search bar at the top of the screen.

2. Move to the 'Tags' option and select the tag you want to use to filter your clients. Click on 'Apply.