Set Up Client Tags

Account Requirement: Institutional Administrator

Client Tags allow organizations to track additional information about the clients served by their students and trainees. 

Time2Track currently tracks basic demographic information for clients, but Client Tags provides a way to expand those options for organizations who need to track demographics such as socioeconomic status, military service, or specific age groups.

As an institutional user, you have the ability to add a list of tags that students can use to attach additional demographic information to their clients.

To add Client Tags:

Click Accounts then Tags, then enter the Name of your tag and click Create.

That's it.  Your trainees can now select these tags and apply them to their clients.

QUICK TIP

When defining tags that are describing a specific demographic, precede the tag description followed by :: with the word(s) that describes the demographic.  By preceding the tag with the demographic description, the tags will always display together in the drop down list for trainees and are easily identifiable when they are included in reports.

Examples: Language::German, Language::Portuguese, Veteran::Child of Veteran, Veteran::Served, Veteran::Spouse of Veteran

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