At MyTime, you can create customized labels to help classify and organize your clients from the parent or child level. Labels will allow you to:
- Filter your client list to view only clients with specific labels
- Easily view labels from your clients' list
- Send emails and targeted campaigns to specific groups of clients
To create a label:
- Go to the Clients tab
- Expand the Manage Clients menu
- Select Manage Labels
- Next, click in the "Select, add a new, or delete" box
- Type the label name in the box
- Hit enter to create the label
- Select the clients you'd like to apply the label to
- Click Apply to apply the label to selected clients
MyTime has pre-created labels for your convenience: Follow-up, Friend, Top Client, and VIP.
If you'd like to use one of the pre-made labels:
- Go to the Clients tab
- Expand the Manage Clients menu
- Select Manage Label
- Click the drop-down arrow in the box then click on the label to select it
- Select the clients you'd like to assign this label
- Click Apply to apply the label to selected clients
- You'll now see this label in your client list next to the selected clients
- Once you've applied labels to your clients, you can filter your client list by labels
- In the Clients tab, click on the dropdown arrow in the Select Labels box
- Select one or more labels. Now your list will only include clients with one or more of these labels.
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