Creating Team Member Tags is a great way to optimize collaboration, organization, and communication within your team! In this guide, we will show you how to create and manage team member tags effectively.

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Creating Team Member Tags

From the Navigation Bar, select Practice Manager to view your Practice Info

Scroll to Team Member Tags and select + Add More to type your tag in the Text Box and Submit to save your changes

Note: You can add as many tags as you need

Assigning Team Member Tags

From the Navigation Bar, select Team Manager to view your Team Members

Select or search the Team Member you wish to assign the tag(s).

Scroll down to the Tags section and select the tag(s) you wish to assign.

Once the Tag is added, it will appear in the Tags column