Helpoben.care

Tag a client and filter the client list

Add or remove tags on a client's record, and narrow the client list by segment or due status.

Who can do this
Staff with access to Clients
Where in Oben
/clients

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Tags help your team group clients. Tags are set up in Settings → Organization → Tags.

Steps

To tag a client:

  1. Open Clients and choose the client.
  2. Select More client actions (the three dots) at the top of the record.
  3. Under Tags, select Choose a tag.
  4. Pick a tag from the + tag list. Use Find tags and Search tags if the list is long.
  5. To remove a tag, select the × next to it.

To filter the client list:

  1. Open Clients.
  2. Pick a segment in All segments, or a due status in Any due status.
  3. Select Search. Select Clear to show everyone again.

Good to know

  • The segment filter only appears when your clinic has a published segment. Segments are built in Marketing.
  • When a segment is chosen, the list shows its live membership.