Using Contact Tags

Tags help you organize and segment your contacts for better management.

What Are Tags?

Tags are labels you create and apply to contacts:

• "VIP Client"

• "Coaching Package"

• "Discovery Call"

• "Follow-Up Needed"

Creating Tags

1. Go to Contacts

2. Click the Tags tab or settings

3. Click New Tag

4. Enter a name and optional color

5. Save

Applying Tags

To a Single Contact

1. Open the contact details

2. Click Add Tag

3. Select from your tags

To Multiple Contacts

1. Select contacts using checkboxes

2. Click Add Tag in the bulk action bar

3. Choose the tag to apply

Filtering by Tag

1. Go to Contacts

2. Click the tag filter dropdown

3. Select one or more tags

4. View filtered results

Tag Ideas by Use Case

Coaches

• Package type (1:1, Group, VIP)

• Session count remaining

• Renewal status

Consultants

• Project stage (Discovery, Active, Complete)

• Client tier

• Service type

General

• Lead source

• Follow-up status

• Payment status

Limits

• Free: No tags

• Pro: 10 tags

• Business+: Unlimited tags