Notes and tags

The Tags and Notes features allow you to add context to your client profiles.

Tags

Tags are short labels you can attach to a client. They are useful for grouping people together.

How to use tags

1. Navigate to the Clients list.
2. Click on the client you want to add a tag to.
3. Click on the Edit button at the top right of the page.
4. Type the tag name in the Tags input field.
5. Press Enter.
6. Click Save client.

You can now filter the main Client list by this tag.

Notes

Notes are free-text comments. Unlike tags, they are best for specific details.

Examples:

Client requested to sit near the front of the bus for the Sinai trip.

Called to ask about refund policy on 12/05/2024. Explained standard terms.