Add and Filter Client Tags
With the “Tags” feature you can add tags to clients making it easier to discover them and filter the data points. Tags are available both on the mobile app and the web.
Tags can be added on the “Add Client” page. To add the tags, please fill them out in the “Tags” section.
Tags are available on the Client's Profiles. To add a new tag to the client, on the “Client Profile” page click on the button in the right bottom corner of the screen, choose “Edit” and on the “Edit client” page add the tags in the “Tags” section.
In the “Clients” section, the clients list can be filtered based on the tags. To filter, click on the “Filter” icon, choose the tags and click "Done".
On the “Clients” section, to show the tags of the clients, tap on the button in the upper left corner next to the search bar.
