Client tags let you label your clients with keywords or categories (like “Athletes,” “Trial,” or “Bootcamp”). You can add tags when inviting a client or later from their profile. Tags make it easier to filter your Clients tab and assign Group Programs in bulk.
Follow these steps
Add a tag when inviting a client
Go to Clients → + Add client.
Under Tags, add one or more labels that describe the client.
Click Continue — the tag will be saved automatically.
Add or edit tags later
Go to Clients.
Find the client and click the + under the Tags column to add or edit tags.
Or open the Client profile → right side → Tags → +.
Filter clients by tag
Go to Clients.
Use the Tag filter at the top of the page to see only clients with specific tags.
Assign programs by tag
Go to Programs → Assign → Group Program.
Choose a Tag instead of selecting clients one by one — everyone with that tag will be added automatically.
Bulk edit tags
In Clients,
Click Bulk edit.
Add or remove tags for all selected clients at once.
Notes & best practices
Use short, clear names (e.g., “Online,” “PT,” “Trial”).
You can apply multiple tags to a single client.
Tags are visible only to you and your coaching team.
Future updates will include more onboarding options and automations tied to tags.
FAQ
Do tags sync with forms or offers?
Currently, tags are only for filtering and assigning clients.
Can clients see their tags?
No. Tags are internal to your coaching workspace.
Can I remove a tag?
Yes. Go to the Clients tab → click on the tag you want to remove → uncheck it.