Client labels

Labels are your own words for your clients. VIP, Instagram lead, Marathon prep, Needs a call — whatever distinction you actually make in your head. Once a client carries a label you can filter your roster by it, on its own or combined with others.

Labels are separate from lifecycle stages. A client sits in exactly one stage (that’s your pipeline), but can carry as many labels as you like.

Tagging a client

Open a client and click the Labels chip in the header, next to their stage.

You don’t have to set labels up first. Type a new word and pick Create “…” and the label is created and applied in one go. Matching ignores capitals and spacing, so typing vip when you already have VIP reuses the one you have instead of making a second.

Filtering your roster

Open Filters on the client list and pick one or more labels. The list narrows as you pick. Choose two or more and an Any / All switch appears:

• Any — clients carrying at least one of the labels. Good for “everyone I’ve flagged somehow”.
• All — only clients carrying every one. This is the one for real segments: VIP and Marathon prep.

You don’t have to keep the panel open to see what’s applied: each selected label also shows as a removable chip next to the Filters button, and the filter lives in the page address, so you can bookmark a segment or paste it to a teammate.

The list also has a Labels column, so you can see who carries what at a glance.

Managing your labels

Clients → Client list → Configuration is the full vocabulary, under the Client labels section. For each label you can rename it, change its colour, retire it, delete it, or merge it into another. Every row shows how many clients carry it, so you can see the consequences before you act.

Retiring vs deleting

These are different on purpose:

• Retire (the Offered switch) hides a label from the pickers so nobody applies it again. The clients already carrying it keep it, it still shows on their profile, and it still filters. Use this for a campaign that ended.
• Delete removes it from everyone. The confirmation tells you how many clients that is.

Merging duplicates

Because anyone can create a label by typing it — you, a teammate, or a connected system — near duplicates build up: VIP, vip clients, V.I.P.. Merge folds one into another: every client tagged with the old label ends up tagged with the one you keep, and the old one disappears. Nobody loses a tag. If a client somehow carried both, they simply end up with the one.

Labels from connected systems

Anything connected to your Protocol API can tag clients too — a signup funnel marking new leads, a gym system marking members, an automation you’ve wired up yourself. Those labels are the same labels you see in the app, so a tag applied by your funnel is immediately filterable in your roster.

Because a connected system can invent labels, the Configuration tab is where you keep the vocabulary tidy. Merging is the tool for that.

For the API and event details, see Webhooks — the client.labels.changed event fires whenever a client’s labels actually change.