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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 Settings › Tags: 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.


💡 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.


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Updated on: 18/07/2026

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