Client tags can be added to a client’s profile. They are internal tags that display in most places the client’s name is located.
Tags are useful tools for communicating within the clinic. This section will guide you through setting up and using client tags.
The Client Profile
To access the Client Profile search for the client via Quick Search (Ctrl + K) or Search Clients/Animals.
Here you can edit the client’s information, upload documents, set reminder and confirmation settings, view saved credit cards, and write notes about the client.
In the Client Info/Notes section, you can add client tags!
Clinic Tags for Clients
Client tags are colored tags that will show up throughout HQ when viewing a client to indicate certain things like that the client owes money or is difficult. These flags are for internal view only and will not print anywhere. Nor can they be used for reports.
To edit/add tags, go to the client’s profile and click Edit Profile. Add the desired tags.
Creating Tags
To be able to add tags to your clients, you will need to set them up in Settings > Tags > Client.
Type the short 1-2 word phrase and click Add. There is a 10 character count limit to the length of a tag. Common tags: “Banned” “Trapper” “Volunteer” “Difficult”
Viewing Tags
Client tags can be viewed in most places the client name is displayed such as:
- When confirming an online appointment request
- When internally scheduling an appointment
- In E-Lobby
- In Check In/Checkout
- The Client Profile
Opted-Out Tag
This is a built in non-customizable tag related to texts.
Throughout HQ we’ve inserted a visual tag for clients who have opted out to receive text messages. This is helpful if you are texting the client throughout your day for any reason. For example, in e-Lobby you can text for pick-up, but if they’ve opted out of text messages, they won’t be getting that ping. So, now you can visually see who has opted out.
Flag that client opted out of textingYour clients can opt out of text messages by simply texting the word “Stop” to your HQ number. They can start again by texting the word “Start.”
