{"id":4078,"date":"2025-12-09T14:02:13","date_gmt":"2025-12-09T06:02:13","guid":{"rendered":"https:\/\/safetalk.space\/blog\/help-centre\/how-to-set-up-and-use-engagement-tags-in-your-practice\/"},"modified":"2026-07-27T16:02:21","modified_gmt":"2026-07-27T08:02:21","slug":"how-to-set-up-and-use-engagement-tags-in-your-practice","status":"publish","type":"help-centre","link":"https:\/\/safetalk.space\/blog\/help-centre\/how-to-set-up-and-use-engagement-tags-in-your-practice\/","title":{"rendered":"Organizing Clients with Tags"},"content":{"rendered":"
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Categories\/tags let you organize clients into custom categories. They help you quickly identify client groups, like EAP clients, company name<\/strong> or client source<\/strong>. This tutorial guides you through creating and applying categories\/tags step-by-step.<\/p>\n\n\n\n

Why Tags Are Useful<\/h2>\n\n\n\n

Tags act as a visual system to organize and filter clients. They improve clarity, so within a single glance your know & understand your clients better.<\/p>\n\n\n\n

How to Create Categories\/Tags<\/h2>\n\n\n\n

For Organizations<\/h3>\n\n\n\n
    \n
  1. Go to Organization \u2192 Templates<\/strong>.
    <\/li>\n\n\n\n
  2. Scroll down to the Categories\/Tags <\/strong>section.
    <\/li>\n\n\n\n
  3. Click Create Tag<\/strong> button.
    <\/li>\n\n\n\n
  4. Enter a category title.
    <\/li>\n\n\n\n
  5. Choose a color so you can identify the tag easily in your client list.<\/li>\n<\/ol>\n\n\n\n

    For Individuals<\/h3>\n\n\n\n
      \n
    1. Navigate to My Practice<\/strong>.
      <\/li>\n\n\n\n
    2. Scroll down until you reach Categories<\/strong><\/strong>\/Tags<\/strong>.
      <\/li>\n\n\n\n
    3. Select Create Tag<\/strong>.
      <\/li>\n\n\n\n
    4. Add your title and pick a color to help differentiate the tag.<\/li>\n<\/ol>\n\n\n\n

      Create as many categories as needed to support EAP clients, referral sources, program types<\/span>, or any other tags that suits your workflow<\/p>\n\n\n\n