Healthie's client groups feature is a powerful way to organize clients, and enable specific automations based on categorization of the client. Client Tags can be used as an additional way to assign particular attributes to Clients, and also apply automations / take bulk action on a set of clients.
While clients can only be assigned to one group, clients can have an unlimited number of tags.
Getting Started: Client Tags
Navigate to Clients > Manage Tags to see a list of Tags you have created, and to create a new one
Within your Clients List, you will be able to apply tag(s) to particular clients. Use a comma to separate Tags when adding multiple Tags at once.
Hover over a Tag in the client list to see all associated Tags for the client.
Using tags in your workflow
In forthcoming updates, there will be several use cases & benefits to incorporating these into your workflow, including:
- Make Programs visible based on a Client's Tag
- Filter clients by Tag in your Clients List, Reports, and other places within the platform
- Use tags to target Chat messages
FAQs: Client Tags
How can I remove a tag from a client?
If you navigate to the Client Overview Screen, you'll be able to remove a tag from a client
How do you recommend that we use tags in conjunction with Groups?
A client will still be assigned to one, and only one, group. We recommend using Tags as a way to filter & sort clients to take specific actions in the platform.