How to use tags?

How to use tags?

Tags help you organize and categorize your records and profiles based on your own criteria (for example: client type, priority level, topic). They make it easier to find, sort, and track information in your day-to-day work.

Create a tag or a tag group

  1. Go to Settings > Tags.
  2. Click New tag to create a tag, or New group to create a tag group.
  3. Enter the name of the tag or group, depending on what you are creating.  
  4. Select a colour.
  5. Choose the tag group it belongs to, if applicable.
  6. Click Save.
Info
Tag groups allow you to organize tags by type or category, making them easier to find and improving how you sort records and profiles.


Edit a tag

  1. In Settings > Tags, click the tag you want to edit.
  2. Update the name, colour, or group as needed.
  3. Save your changes.

Delete a tag

  1. Go to Settings > Tags.
  2. Locate the tag you want to delete in the list.
  3. Click the – icon.
  4. Confirm the deletion.
Alert
The tag will be removed from your list and from all records and profiles where it was applied.



Info
Group organizations: For clinics, non-profit organizations, and school organizations, only the organization administrator can create, edit, or delete tags. The tag list is shared across the entire organization. To request a new tag, please contact your administrator.

Add or remove tags

From the records or profiles list : 
  1. Open your list of records or client/student profiles.
  2. Use the checkbox on the left to select one or more items.
  3. Click the three dots in the action bar.
  4. Select Add tags.
  5. Choose the tags you want to apply and confirm.


From an individual profile: 
  1. Open the relevant client or student profile.
  2. Click Add.
  3. Select the tags to apply.
  4. Click Add tags.


From an individual record:
  1. Open the client record.
  2. In the Overview tab, click Add.
  3. Select the tags to add to the record.


Idea
To remove a tag, simply click the corresponding ✕.

Filter records and profiles by tags

To quickly find specific records or profiles:
  1. Open your list of records or client profiles.
  2. In the filters at the top of the page, select Tags.
  3. Choose one or more tags and click Apply.
The list will automatically update based on the selected tags, making it easier to find the information you need.