Client Tags

How do I get started using tags?

Clients tags are a great way to categorize your client list into groups of your choice. There are many reasons you might want to use tags, including grouping clients for marketing campaigns, so feel free to get creative. 

To learn more about how to add tags, please take a look at the help article here. To learn more about how to remove tags, please take a look at the help article here. To learn how to filter and send mass emails to your client list based upon tags, take a look here