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How To Use Tags To Organize Your GetHealthy Dashboard

A quick guide to labeling and finding clients, orders, recommendations, and products.

Tags help you keep your GetHealthy dashboard organized as your practice grows. You can add labels to clients, orders, recommendations, and products, then use those labels to group and find records. For example, you might tag clients in a membership program and filter your client list to see everyone in that group. Each area has its own tags, so you can choose labels that fit what you’re organizing. Product tags help you organize your catalog inside the dashboard; they do not change how clients search your Store.

Watch this short demo to see how to add and use tags.