In this article, you will learn how to apply tags to multiple clients in bulk.
Bulk tags help you quickly organize clients based on the services they need or details your team should know. It saves time and keeps your client list easy to manage.
Tagging multiple clients at once
- From the sidebar menu, select Clients
- Check the box for all the clients you want to tag
- Select Modify client tags
- Select the tag you want to apply to these clients
Your clients will now be tagged, making it easier for your team to find, organize, and manage them going forward.