Create and manage labels

Tag patients and leads with coloured labels, so you can spot, filter and report on groups.

Table of Contents

Labels are quick tags you can see on a card and use in filters.

Create or change a label

Go to Setup, then Labels, and choose Client Labels or Lead Labels.
Click Add label, enter a name, and pick a colour.
To edit or delete one, use the options on its row.

Use a label

Open a patient card and click Add Label, then pick from the list.
Click the label again to remove it.
Filter a list by label, or use a label in a custom report.

Up next

Next, read Customise search results.