Create tag groups that fit how your practice thinks about clients, assign them in a click, and filter your list to the exact group you need.
As your practice grows, keeping clients organised becomes harder than it should be. Client tags give you a flexible way to group clients around the categories that actually matter to your practice. Create your own tag groups, such as Referral source, Clinical focus or Therapy stage, and decide the tags inside each one and whether a client can hold a single tag or several. Tags become part of the client record, so you assign them while creating or editing a client. Back in the client overview they show directly in the table, so you can read your client base at a glance, and when you need a specific group, the filter panel lets you search by tag in seconds. A simple way to keep your client list organised, searchable and easier to work with every day.
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