How to Assign a Label to a Client

This article guides you through the process of assigning labels to clients in Pabau.

Labels help you categorize your clients and leads. You can also use labels to send targeted campaigns.

Step 1: Navigate to the Client Card

Log in to your Pabau account and navigate to the client card of the client you want to assign a label to by using the search bar at the top of the screen.

Step 2: Locate Labels Section

Look for the labels section right underneath the client avatar.

Assign a New Label: If your client doesn't have any labels assigned, click on "Add label" to assign a new label.

Assign an Existing Label: If your client already has a label, hover over the existing label to reveal the plus button.

Click on the plus button and select the label you want to assign.

Create a New Label: While assigning labels, you can also create a new one on the spot if needed.

NOTE: Ensure to choose labels that best represent the characteristics or categories you want to associate with your clients.

You can also create new labels by following the steps in this article.

By following these steps, you can efficiently utilize labels to enhance your client management in Pabau, streamlining communication and marketing efforts.

NOTE: We suggest reading our Clients article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.