Client Tags let you build a custom organizational system that works the way your agency does. Create any tag that makes sense for your team, service type, client tier, region, team, or anything else. Assign multiple tags to a single client, or apply one tag across many clients at once. Once tagged, you can filter the Clients table to surface exactly who you need in seconds.
Tag creation and management are available to Admin users and Staff users with Clients & Prospects permission.
Create a Client Tag
Step 1: Go to the Clients section from the left sidebar.
Step 2: Go to the Tags column visible on your main client list.
Step 3: Click the + button, enter a name for your tag, and click + Create tag "NAME".
Your new tag is now attached to that client and available to assign to any other client.
Assign Tags to a Client
Each client can hold as many tags as you need, and a single tag can span any number of clients.
Step 1: In the Clients tab, find the client you want to tag.
Step 2: Click on + to select one or more tags from the dropdown. Tags appear immediately on the row with their color labels, making them easy to scan at a glance.
Step 3: Click away to close the dropdown. The assigned tags now show on the client row.
Filter Clients by Tag
Step 1: In the Clients tab, click the + Add Filter button.
Step 2: Select Tags and then either is... or is one of... (if you want more than one).
Step 3: Check the box (es) for the tags you want to filter by.
Step 4: Click Apply Filter. The table updates to show only clients with the selected tag(s).
Step 5: To clear the filter, go to the top left, where you will see the active filter and click the X to the right.
Manage Tags
Users with the right permissions can manage all tags in one place, create, edit, and delete tags directly from Settings without needing to be in the tagging flow. This gives agency teams more control over how they organize their client base, especially as the number of tags grows.
❓ FAQ
Who can create and manage tags?
Tag creation and management are restricted to Admin users and Staff users with Clients & Prospects permission. This keeps the tag system clean and consistent across the agency.
Can I assign more than one tag to a client?
Yes, each client can have multiple tags, and one tag can be applied to as many clients as you like.
Can I edit or delete a tag after creating it?
Yes, each tag can be edited individually by clicking the Edit icon when hovering over it.
Can clients see their tags?
Tags are an internal organization tool and are not visible to clients in their portal.
What to Check Out Next
Use Bulk Actions to make changes across multiple clients at once
Create and Manage Clients to learn more about the Clients section
Manage user permissions to control who can create and edit tags
💬 Need help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄