Adding and Managing Tags in Your Client List
As your client base grows, you may want to segment and group similar clients together, while keeping track of important information! Use tags in vcita to keep your clients organized.
The following topics explain the importance of tags and how to use them effectively:
Why Use Tags?
Tags allow you to quickly label, organize, group, and filter information related to your contacts and your business interactions with them. The tag system is based on customized labels that you create yourself. This allows you to sort your data using personalized words, phrases, or themes that are meaningful to you and your business. The tags that you create will be visible in the Clients list and you can use these to search or filter clients and even send campaigns to targeted groups of clients based on their tags.
In addition to easily finding and sorting clients, you can use tags to:
- Store information: For example, create tags to keep a record of a client's source of referral.
- Perform bulk operations: Share a document or send an invitation to a group of clients with just a few clicks, inviting them to book an appointment, pay, and more. For details, click here.
- Targeted campaigns: Send Announcements to the relevant audience by selecting a recipient group by their tag. This article will teach you how: Setting Up Tag-based Announcements.
Adding and Removing Tags
Start in the Clients section of your vcita account.
Single Client
To add tags to a client:
1. Use the search bar or filters to find the client that you want to tag and click on them to open their client card.
2. In the client card, find the edit icon on the left-hand side. It looks like a pencil! If the client currently has no tag then you can simply click "Add Tags"
3. Click in the Add tags field and either add an existing tag from the dropdown or type in new tags. Hit the Return key on your keyboard to save a new tag. 
4. Don't forget to click Save at the bottom right!
To remove tags from a client:
1. Use the search bar or filters to find the client and click on the client to open their client card.
2. In the client card, find the edit icon on the left-hand side. It looks like a pencil!
3. Click the X next to any tag to remove it 
4. Don't forget to click Save at the bottom right!
Tag a Group of Clients
To add/remove tags for a group of clients, we recommend applying filters to filter out the group and then tagging them all at once.
To add tags to a group of clients:
- Toggle the checkboxes to select multiple clients.
- At the top of the page, click Manage tags and select Add tags.
The Add Tags dialog opens.
- Click in the Add tags field. Add existing tags from the dropdown which appears or type in new tags. Save new tags by hitting the Enter key on your keyboard.
- Click the Add tags button at the bottom right.
- Refresh to view your changes.
To remove tags from multiple client accounts:
1. Toggle the checkboxes to select multiple clients.
2. At the top of the page, click Manage tags and select Remove tags.
The Remove tags dialog opens.
3. Click in the Select tags field to select the tags to remove.
4. At the lower right corner of the dialog, click Remove tags.
5. Refresh the page to view your changes.
Comments
4 comments
Excellent. However I would have thought that tags should also be viewed created or deleted in Systems.
Hi there! Do you mean Settings?
Hi Kiran,
Yes. I'm likley to forget the name of a new tag that I have created on a client. So settings seems to be the logical place for a list of tags to remind me.
Thank you for elaborating! This is a great enhancement request. I'll forward it to our product team.
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