Using Client Tags

Account Requirement: Individual

Tags

Time2Track currently tracks basic demographic information for clients, but Client Tags provide a way to expand those options.  If you would like to track additional information for a client or an activity, just create a tag and attach it to the client record or to the activity.

Individuals can create their own tags for activities and clients. These tags are created as needed when adding clients and activities.

Time2Track offers a way for you to identify your clients and activities by using tags. The tags you or your organization create can be added to your clients, as well as your activities.

If your organization is using tags, you can add them to your clients in the Clients section of Time2Track. You can also add these tags as you enter an activity to help identify that activity.

Whoever looks at your activities will see the tags you've added to your clients and activities.

Creating Tags

Follow the steps below to create your own personal tags.

1
Click on the Clients tab and select Tags from the 

School Tags

Some educational programs and organizations that use Time2Track need to track additional information about the clients that their students work with.  In these cases, organizations can create a list of tags that can be used to attach additional information to clients for reporting purposes.  

If your organization is using tags, you can add them to your clients in the Clients section of Time2Track. You can also add these tags as you enter an activity to help identify that activity.

1
Navigate to the Clients section.
2
Find the client you'd like to tag, then click their client code.
3
Click the Tags box, then select your tag from the list.
4

Click the box again to select another tag, or click the  X beside a tag to delete it from the client's record.

5

You can also start typing in the Tags box to search the list of tags. 

Individual Tags  

Schools can also create tags to be used for tagging clients and activities.

Time2Track currently tracks basic demographic information for clients, but Client Tags provide a way to expand those options.  If you would like to track additional information for a client or an activity, just create a tag and attach it to the client record or to the activity.

Individuals can create their own tags for activities and clients. These tags are created as needed when adding clients and activities.

Individual tags may be created/edited in the Client tab. 

To add Client Tags:

1
Click ClientsTags, then Add a tag.
2
Enter the name of your tag and click Save.

QUICK TIP

If you have a category with different options that you would like to track for your clients, enter the name of the category and then follow that name with ::

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

Examples: Age::18-23 (single), Age::24-29 (single), Diagnosis::Anxiety Disorder, Diagnosis::Depression, Diagnosis::Adult ADD/ADHD, Language::German, Language::Portuguese,