Creating and Applying Client Labels

Client labels in MyTime allow you to classify, organize, and filter your clients for easier management and targeted marketing. A label is a custom tag you can assign to client profiles—such as “VIP,” “Top Client,” or “Follow-up”—to group clients based on shared characteristics or behaviors.

Things to know:

• The ability to create labels is controlled by the "Manage Client Setup" access control setting.
• Labels can be used to:
  • Filter your client list to show only clients with selected labels
  • View labels directly from the client list
  • Send marketing emails and campaigns to specific groups of clients
• Client labels are sorted alphanumerically by default:
  • Symbols appear before numbers
  • Numbers appear before letters
    
• You can assign multiple labels to a clients All assigned labels will appear next to the client’s name in the client list and on their profile. 
  
  

CONTENTS

• Creating and Applying New Labels
• Apply Predefined Labels
• Filtering by Label

Creating and Applying New Labels

To create a label:

1. Go to the Clients tab
2. Expand the Manage Clients menu 
3. Select Manage Labels 
4. Click into the “Select, add a new, or delete” field 
5. Type the name of your new label and press Enter to create it 
6. Select the clients you'd like to apply this label to 
7. Click Apply to assign the label to the selected clients 

Apply Predefined Labels

MyTime includes several default labels for convenience: Follow-up, Friend, Top Client, and VIP. To apply one of these labels:

1. Go to the Clients tab
2. Expand the Manage Clients menu
3. Select Manage Label 
4. Click the dropdown arrow to view the list of predefined labels 
5. Select the label you want to apply 
6.  Choose the clients you’d like to assign the label to 
7. Click Apply 

Once applied, the label will appear next to the client’s name in the client list.

Filtering by Label

After applying labels, you can filter your client list to show only clients with specific labels:

1. In the Clients tab, click the dropdown arrow in the Select Labels filter box  
2. Choose one or more labels
3. Your list will now display only the clients associated with those labels 

Related Articles:

Importing Client Labels

Deleting Labels

For more information, contact us at support@mytime.com.