Tags are short labels you attach to clients, like VIP, Retainer or Trial. They do more than organize: they can change what a client sees.

Creating and assigning tags

1. 1

   Open a client and find the Tags card

   Choose Manage to see all your tags, or New tag to create one.

2. 2

   Name it

   For example VIP or Enterprise.

3. 3

   Assign it

   Tick the tags that apply to this client. Tags show on the client list too.

What a tag can do

• Homepage message: an optional note shown at the top of the portal overview for every client with the tag, such as "Thanks for being a VIP client. Reach out anytime for priority support." If a client has several tags with messages, the message from the tag created first is used.
• Hide apps: choose portal tools that clients with this tag cannot access. A hidden tool is fully inaccessible, not just removed from the menu. This is per-client app visibility, on the Professional plan and above.
• Automation target: an automation can add a tag to a client automatically, for example tagging a client as active once their first invoice is paid.