Client tags are keywords you attach to clients (like “Athletes,” “Trial,” or “Bootcamp”). You’ll use them in Clients (Tags column + filters) and when assigning Group Programs.
Follow these steps
Open Clients.
Add tags in one of these ways:
While inviting: Clients → + Add client → under Tags, add one or more labels → click Continue (tags save automatically).
After inviting: in Clients, click the + under the Tags column for a client, or open the client profile and use Tags on the right side → +.
Filter clients by tag: Clients → use the Tag filter at the top to view clients with specific tags.
Assign programs by tag: Programs → Assign → Group Program → choose a Tag (instead of selecting clients one by one).
Bulk edit tags: Clients → Bulk edit → add or remove tags for selected clients at once.
Notes & best practices
Use short, clear names (example: “Online,” “PT,” “Trial”).
You can apply multiple tags to a single client.
Tags are visible only to you and your coaching team (clients can’t see them).
Tags help with filtering and bulk assigning group programs.
FAQ
Do tags sync with forms or offers?
Do tags sync with forms or offers?
No. Currently, tags are only used for filtering and assigning clients.
Can clients see their tags?
Can clients see their tags?
No. Tags are internal to your coaching workspace.
Can I remove a tag from a client?
Can I remove a tag from a client?
Yes. Go to Clients → click the tag you want to remove → uncheck it.
Can I tag clients during invite and later?
Can I tag clients during invite and later?
Yes. You can add tags during + Add client or later from the Clients list / client profile.