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How to add, edit and batch assign Client Categories

Maria avatar
Written by Maria
Updated over 4 months ago


How to add, edit and batch assign Client Categories

2. Click "Clients" in "Contacts" menu

3. Click "Categories"

4. Click "Add New Category"

5. Fill out the new Category Name, and choose colors for it

6. Click "Save" and you are good to go!

Tip! You can assign your new Category to your Clients in "Categories" section of each Client

Tip! You can also batch assign them using "Batch Update Clients" option!


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