Browse
 
Tools
Rss Categories

How to View Clients with a Specific Tag

Overview

Tagging clients is an important feature in StudioCloud that allows you to organize your clients.

How to View the Clients that Have a Specific Tag

  1. Open and login to StudioCloud
  2. Go to the Clients component
  3. Click the Settings tab
  4. Click the Manage Tags button
  5. Click the View Clients button for the tag you want to see the information for
  6. In the View Tag Details window you can see whether or not a client is a Client, Prospective Client, or Lead and their first and last name

Group Operation in the View Tag Details Window

To view clients with a specific tag please see the instructions above.  The View Tag Details window has a Group Operations menu that allows you to Delete Selected Clients.  You can use the Select All option to select all of the clients and then delete them.