> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.klarity.coach/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Manage your tags

Tags let you organize your clients by your own categories (type of coaching, status, segment…). The **Tags** tab is for maintaining this list globally, across all your clients at once.

# Understanding the tag manager

Open **Clients › Tags** (the **Tags** tab at the top of the clients list): this is the **Tag manager**. It lists all your existing tags with the number of clients that carry them.

| Good to know: you do **not create** a tag from this screen. A tag is created by assigning it to a client, from their record. The manager is then used to **rename**, **merge** or **delete** it across all your clients at once.

# Rename or merge a tag

1. Next to the tag, click **Rename**.
2. Enter the new name then confirm with **Rename**. The change applies to all clients carrying this tag.
3. If the new name matches an existing tag, a warning appears and the button becomes **Merge**: the two tags are then combined into one.

# Delete a tag

1. Click the **Delete** icon (trash) next to the tag.
2. Confirm in the window. The tag is removed from all the clients concerned.

|| Deleting a tag removes it from every record that carries it. The clients themselves are not deleted — only the tag disappears. The action is irreversible.

# Using them day to day

In **My clients**, you can **filter** the list by tag to quickly find a specific segment (the **Tags** filter menu also offers a **Manage tags** shortcut).

| 💡 **Tip:** a few simple, stable tags beat a long list. Think about how you look for your clients day to day, and merge duplicates as soon as they appear.

# Related articles
- Navigate the clients list
- The client record
