Client tags are a way to organize or sort your clients in ABC Trainerize. They work like categories, grouping together similar clients so that you can quickly and easily find who you are looking for or complete bulk actions, like subscribing multiple clients to a program or sending a group message.
Client tags are 100% customizable, so it's up to you how many you create and what you call them.
For example:
- Are you running a limited-time challenge? Tag participants with a tag called “Challenge”.
- Are you training clients in different cities? Tag them by their locations to make scheduling group video chats easier.
- Want to monitor your new leads more closely? Tag clients by the promotion such as "Thanksgiving Promo" or "New Year Discount".
- Are you training athletes? Tag them by their sport.
Custom clients tags are different than Auto Client Tags, which automatically tag clients based on their specific needs.
How to Create and Manage Custom Client Tags:
1. On your ABC Trainerize web account, navigate to the Settings tab from the left menu.
2. Click on Client Tags under the Advanced Business section.
3. Add any tags by selecting the blue Add tag button.
How to Assign Tags to Clients
Once you have created custom tags, you can assign the tags to clients from the clients tab:
1. Navigate to the Clients tab from the left menu.
2. Select any client(s) to add the custom tag to.
3. Select the tag icon from the clients menu and click Add Tags.
4. You can choose to add one or multiple tags to the selected clients.
Filtering By Client Tags
Easily filter and organize your client list by using the Filter by Tag option. This allows you to quickly group clients and perform bulk actions such as messaging, adding to groups, adding habits, etc.
The filter by tag option will also show auto client tags assigned to clients as well.