Creating Client Tags
Tags help you organise and categorise your clients in ways that make sense for your business. Whether you want to group clients by industry, relationship stage, location, or any other criteria, tags make it simple to find and manage related clients.
What are tags?
Tags are custom labels you create and assign to clients. Unlike fixed categories, you can:
Create as many tags as you need
Assign multiple tags to a single client
Use tags to filter and search your client list
Create mailing lists based on tags
Track groups of clients over time
Common tag examples
Tourism operators often use tags like:
By relationship type
Corporate
Trade Partner
Media
Government
Retail Customer
By location
Brisbane
Gold Coast
Regional QLD
Interstate
International
By status
VIP
New Client
Follow Up Needed
On Hold
Seasonal
By source
Trade Show
Website Enquiry
Referral
Social Media
Creating a new tag
From the client list
Go to CRM from the main menu
Select Clients from the hub menu
Click the Tags button in the filter bar
Click Manage Tags
Click Add Tag
Enter a tag name
Choose a colour (helps identify tags at a glance)
Click Save
While editing a client
Open a client record
Find the Tags field
Start typing a new tag name
Click Create "[your tag name]" when it appears
The tag is created and applied to this client
Applying tags to clients
Tag a single client
Open the client record
Find the Tags field
Click to open the tag selector
Tick the tags you want to apply
Click outside to close — changes save automatically
Tag multiple clients at once
Go to Clients
Tick the checkbox next to each client you want to tag
Click the Tag button in the bulk actions bar
Select the tag(s) to apply
Click Apply
All selected clients now have those tags.
Managing your tags
Editing a tag
Go to Clients
Click Tags in the filter bar
Click Manage Tags
Click the pencil icon next to the tag
Update the name or colour
Click Save
The tag updates everywhere it's used.
Deleting a tag
Go to Manage Tags (as above)
Click the bin icon next to the tag
Confirm deletion
The tag is removed from all clients. This doesn't delete the clients themselves.
Merging tags
If you have duplicate or similar tags:
Go to Manage Tags
Click Merge Tags
Select the tags to merge
Choose the tag name to keep
Click Merge
All clients with the merged tags now have the single surviving tag.
Using tags to filter clients
Go to Clients
Click Tags in the filter bar
Select one or more tags
The list shows only clients with those tags
Filter by multiple tags
Any of these tags — shows clients with at least one selected tag
All of these tags — shows only clients with every selected tag
Tags in reports and exports
When exporting client data, tags are included as a column. This lets you:
Sort exported data by tag
Create filtered reports for specific client groups
Track tag distribution over time
Tips for effective tagging
Keep it simple — start with a few key tags, add more as needed
Be consistent — agree on tag names with your team
Review regularly — archive or merge tags that aren't being used
Use colours wisely — consistent colours help recognition (e.g., red for VIP)
Don't over-tag — if a client has 10+ tags, consider if they're all useful
Tags vs segments
Tags are manual labels you apply to individual clients. Segments are dynamic groups based on criteria that update automatically.
Use tags when you want specific, deliberate categorisation. Use segments when you want automatic grouping based on client data.
What's next?
Now that you've organised clients with tags:
Good tagging habits now will save you time later. A few minutes of organisation means faster access to the right clients when you need them.