Create tags
Create client tags in Settings, then add them to clients on web or mobile.
Where: Web or mobile app, for coaches
Tags group your clients, such as by location or program. Org admins create the tags on web. Coaches then add them to clients on web or mobile. Tags are for organizations. A solo coach has no tags.
Steps
Tag a client
Tap the Clients tab (the people icon) and open the client.
On the Home tab, tap More, then Edit.
Scroll to Tags. Tap a tag to add it. Tap it again to remove it. A lock on a tag means it is protected.
Tap Save. The tags show under the client's name.
Common questions
Why don't I see Admin or Tag Management?
Org, staff, team and group admins see Admin. Only org admins see the Settings tab that holds Tag Management. Ask an org admin to create tags.
Why don't I see Tags in the Edit sheet on mobile?
Your organization has no tags yet, or you are a solo coach. The Tags section only shows when a tag exists.
Can I create tags or tag many clients at once on mobile?
No. An org admin creates tags on web. Bulk Add Tags is web only. On mobile you tag one client at a time.
How do I find clients by tag on mobile?
Tap Clients, then Filters. Under Filter by Tags, tap one or more tags, or Untagged. To remove the filters, tap Clear filters.
Why must I pick a tag when I add a new client?
When your organization has tags, the add-client form has a required Tags field. Select at least one tag.