Create and apply tags to a client

Categorise and organise your clients using tags. You can create your own tags to suit your requirements.

For example, you could use tags to identify the clinic location of a client (for example, Clinic 1, Fern Hospital) and to note relevant health conditions (for example,T2DM).

To create a tag and apply it to a client

1. Open the client to which you want to apply the tag.
2. On the Dashboard tab, point to the Tags box, then click + Add Tag.
3. To create and apply a new tag, select Create tag, enter a name for the tag and select a colour. Click Save.
   - OR -
   To select and apply an existing tag, click an existing tag from the list.