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Apply/Create Labels

At MyTime, you can create customized labels to help classify and organize your clients. 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:

  1. Go to the Clients tab
  2. Expand the Manage Clients menu
  3. Select Apply Labels unnamed_-_2021-11-12T122753.650.png
  4. Next, click in the box 
  5. Type the label name in the box unnamed_-_2021-11-12T122844.922.png
  6. Hit enter to create the label 
  7. Select the clients you'd like to apply the label to
  8. Click Apply to apply the label to selected clients unnamed_-_2021-11-12T122911.984.png


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:

  1. Click on the label to select it
  2. Select the clients you'd like to assign this label
  3. Click Apply to apply the label to selected clients
  4. You'll now see this label in your client list next to the selected clients  unnamed_-_2021-11-12T123033.148.png
  5. Once you've applied labels to your clients, you can filter your client list by labels  
  6. In the Clients tab, click on the dropdown arrow in the Select Labels box  unnamed_-_2021-11-12T123110.646.png
  7. Select one or more labels. Now your list will only include clients with one or more of these labels. 

Related Article:

Deleting Labels

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