Tag Management

Tags allow you to categorize and quickly filter your customers based on labels that matter to your practice (e.g., types of therapy, conditions, or any other custom identifiers). By attaching tags to a customer’s profile, you can streamline searches, organize client data, and tailor your services more effectively.

Accessing Tag Management

Creating a New Tag

1. Click “New Tag”
   On the Tag Management page, click the New Tag button to open the tag creation modal.

2. Enter a Tag Name
   Type in the desired label (e.g., “depression,” “weekly-check-in,” “VIP client”).

3. Save
   Click Save to finalize and add the new tag to your system.

Editing or Deleting a Tag

Each tag in the list has Edit and Delete icons in the Actions column:

• Edit: Click the pencil icon to update the tag’s name.
• Delete: Click the trash icon to remove the tag permanently.

Assigning Tags to a Customer

You can attach multiple tags to each customer, providing a more detailed profile and easier filtering:

1. Open the Customer Profile
   Navigate to the Customers section, and select a specific customer.

2. Use the Overview Edit Sidebar
   Click Edit (or open the Overview sidebar) in the customer’s profile.

3. Attach or Create Tags

   • Select any existing tags to associate them with this customer.
   • If you need a new tag, you can create it directly from here and apply it right away.

4. Save
   Confirm your changes to ensure the tags are successfully added.

Searching by Tags

In the Customers Management page, you can search or filter by tags to quickly locate all customers sharing a particular label. This is especially useful for:

• Segmenting clients by therapy type or session frequency
• Sending targeted communication or updates
• Generating reports based on specific groups or criteria

If you have any questions or need additional support, please contact Aylocare Support.