There are times when you may need to update all or many of your clients' information.  Maybe you want to add new tags or you've added a new client card field, and already have the information for some of your clients.  In these instances, it can sometimes be easier to create a spreadsheet with the information you want to be added and import it to update your clients.

However, to add a Tag, Change Status, or Delete all your clients at once, please follow the steps below:

1. Click on Clients on the left side panel.
2. Click on Select at the top of the page and choose All from the drop-down menu that appears.
3. All the client boxes will be checked.
4. The following bulk actions will appear: Manage tags, Change status, Delete or start a New engagement.
5. The system will save your changes automatically.