Every client has a status and can have multiple tags. These help you organize your database, segment clients for marketing, and quickly identify key accounts.

Client Statuses

Status	Meaning	Color
Active	Current, engaged client	Green badge
Inactive	No recent visits; may need outreach	Gray badge
VIP	High-value or priority client	Gold badge

Changing a Client's Status

1. Open the Client Profile
   Search for and open the client whose status you want to change.
2. Click the Status Badge
   Near the client's name, click on their current status badge. A dropdown appears with available statuses.
3. Select the New Status
   Choose the appropriate status. The change is saved automatically and logged.

Using Tags

Tags are custom labels you can attach to clients for organization. Unlike status (which has fixed options), tags are flexible and you can create as many as you need.

Common tag examples:

• Membership: Gold — Identifies membership tier
• Referral Source: Website — How the client found you
• Interest: Wellness — Areas of interest
• Follow-Up Needed — Flags for staff action

Adding Tags to a Client

1. Open the Client Profile
   Navigate to the client's full profile page.
2. Find the Tags Section
   Below the client's basic info, find the Tags section with a + Add Tag button.
3. Add a Tag
   Click + Add Tag, type the tag name, and press Enter. Existing tags appear as suggestions.

To remove a tag, click the × next to it on the client's profile.

Filtering the Database by Tags

Use column filters to find all clients with a specific tag. Go to Filter → Tags → select one or more tags. This is powerful for marketing campaigns and outreach.

Quick Reference

Action	How
Change status	Client profile → click status badge → select new status
Add a tag	Client profile → Tags → + Add Tag
Remove a tag	Click × on the tag
Filter by tag	Database → Filter → Tags