Tags are labels used to organise and manage client records. They help you group, filter, and search contacts, while providing quick insights into each client’s status or relationship.
There are two types of tags:
- System-Generated Tags (read-only)
Automatically applied by the system, including:- Invitation Status Tags – Not Invited, Invited, or Accepted
- Integration Tags – Applied to clients linked to a connected Business via Class (e.g., Class: Beyond Wealth)
- Custom Tags
Created and managed by you to suit your specific business needs.
The steps below will guide you through adding custom tags in the portal.
Creating a New Tag via the Clients Menu in the Portal:
- Navigate to 'Clients' from the left-side navigation menu.
- Under the 'Tags' column, you'll notice a + New tag option underneath > select this on the client you'd like to add the tag against.
- A pop-up will open - type the name of the tag you'd like to add, select '+ Create new tag: "tag name".
- A message will display 'Tag added successfully'. Click 'Apply' to add the tag against the client.
- A message will again populate confirming that the tag has been applied, and the tag will now show against the client in question.
Creating a New Tag via the Admin settings in the Portal:
Navigate to the Admin Settings <Tag management from the left-side navigation menu.
2. Click on "New tag" to create a new tag.
3. Give your tag a name, and if you’d like, pick a color to help keep things organised and click Add.
4. Existing tags can be easily edited or deleted from this section as needed.