Tired of the "one-size-fits-all" approach with your clients?  Learn how to organize like a pro and tailor your business strategies to meet each client's needs.

There are 2 ways to categorize clients:

• Tags: Add to an individual client or a group of clients
• Client Status Automation: Lead, Customer, VIP, Inactive

Adding Tags To Client Cards

Tag client cards to search, filter, and target with ease, saving time and boosting productivity.

To tag client cards:

1. Open the platform.
2. Click Clients.
3. Click the checkbox next to the relevant client(s).
4. Click Manage Tags.
5. Click Add Tags.
6. Enter the tag label (New, Important, allergies etc...) or select one from the list.
7. Click Add Tags.

Merging Clients

When you have duplicate clients, you can merge them and keep their information.

Important: Merging clients is permanent and cannot be reversed.

To merge clients:

1. Open the platform.
2. Click Clients.
3. Select up to 10 clients.
4. Click Merge.
5. Select the "Primary Client" to merge other clients under.
6. Click Merge.

Client Status

Client statuses are used to categorize your clients based on their relationship with your business. 

There are 4 default statuses:

• Lead: Client who has not had any business interactions with you (No payments, appointments, messages etc.)
• Customer: Client who has had at least 1 business interaction with you (Client attended at least 1 appointment, event, or has made at least 1 payment)
• VIP: Client who is especially valuable to your business
• Inactive: A client who is no longer engaged with your business

To add a custom status or change status names:

1. Open the platform.
2. Click Settings.
3. Click Client & Contact Info.
4. Click Client Status.
5. To add a custom status,  next to "Additional Statuses" enter the name. To change status names, enter your preferred title(s) in the relevant space(s).

Client Status Automation

Some client status changes are automated by default. A client's status is automatically changed from "Lead" to "Customer" after:

• The client's first appointment or group event 
• The first payment was recorded
• The first invoice was issued

Note: You can revert the status back to "Lead" manually from the relevant client card.

To change client automation settings:

1. Open the platform.
2. Click Settings.
3. Click Client & Contact Info.
4. Click Client Status.
5. Under "Client Status Automation Status", click to disable/enable "Automatically Change Lead to Customer".
6. Check the box next to the following to disable/enable:

• "After the First Appointment or Group Event Has Been Completed"
• "After the first payment"
• "After the first invoice"

6. Click Save.

Manually Updating Client Statuses

You can also update client statuses from a client card. 

To update client statuses:

1. Open the platform.
2. Click Clients.
3. Click the relevant client.
4. Under "Contact Information" click the   edit icon.

5. Under "Status" click the caret down icon, and select the relevant status.
6. Click Save

To update statuses for a group of clients:

1. Open the platform.
2. Click Clients.
3. Select the relevant clients.
4. Click Change Status.
5. Select the new status.
6. Click Save. 

Filtering Clients 

Under "Filter Clients", you can search for clients with tags applied to message them with important updates and promotions. Only 1 preset filter can be applied at a time.

To filter clients:

1. Open the platform.
2. Click Clients.
3. Under "Filter Clients", select the filters. You can also filter by "Tags" and "Status". 

To clear filters, click Clear Selection at the bottom.

You can also add tags automatically when importing clients from a spreadsheet. Add a "Tags column", then list the relevant tags.

Tip: You can also add tags based on your marketing material from Marketing > Delivery History. Look at who “Viewed” or “Clicked” on your fields, then tag using relevant labels such as  “Interested in Discounts”.

Advanced Filters

Click "Advanced" for a list of more filters, such as "Source" and "Creation Date". While you can only apply 1 preset filter at a time, you can apply multiple advanced filters. To save an advanced filter, click Save Filter for quick access later.