Client labels
You can set up client labels to help with managing client profiles.
To do this head to Settings > Client labels > New client label > write in the label name > select the colour > Create label.
Once you have created a client label you can select the three dots to 'Edit' or 'Archive' the label. If you archive a label and then want to add the label back, you can toggle on 'Archived client labels'. Here you will then see a list of any client labels you have archived. You can select the three dots > restore to add the label back to your list of client labels!
When you have set up all your client labels you can then add them to client profiles.
To do this go to Clients > press a client > Manage labels > tick any labels that apply to this client. (Image 3)
These labels will now stay on this client profile unless you remove them. To remove a client label from a client press 'Manage labels' and untick any that are no longer relevant.