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Where to find this: Dashboard → People → Clients → Tag sidebar (left) and filter tabs (top)

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What you’ll accomplish

Learn how to create and apply tags to organize your clients, use filters to find exactly who you’re looking for, and leverage tags for powerful group messaging and bulk operations.

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Why tags matter

Tags are your organizational superpower in CoachIQ. Without them, you’re stuck scrolling through long client lists. With them, you can instantly filter to exactly who you need. Real-world examples:
Problem: You run 3 different training programs and need to see who’s in each one.Solution: Tag clients by program:
  • “Elite Program”
  • “Beginner Group”
  • “Rising Stars”
Result: Click a tag to see only those athletes. Message the entire group with one click.
Pro tip: Most coaches use 2-3 tags per client—typically a program/group tag, a status tag, and maybe a location tag. Don’t overthink it. Start simple and add tags as needs emerge.

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Understanding the tag sidebar

When you’re on the People → Clients page, the left sidebar shows all your tags:
Tags Client Page Pn
What you see:
ElementWhat it showsHow to use it
All tagsEvery client, no filterClick to clear all tag filters
UntaggedClients with no tags assignedFind clients to organize
Custom tagsYour created tags (alphabetical)Click to filter to that tag
+ Create tagAdd new tagCreate tags on-the-fly
Tag count indicators: Some tags show numbers like “Elite Program (24)” indicating how many clients have that tag.
Tags are case-sensitive: “Elite Program” and “elite program” are treated as different tags. Use consistent capitalization to avoid duplicates.

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Creating tags

You can create tags in two ways: from the tag sidebar or while adding/editing clients.

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Method 1: Create from the sidebar

1

Click '+ Create tag'

In the tag sidebar on the Clients page, click the + Create tag button at the bottom.
Create Tag Pn
2

Name your tag

Enter a descriptive tag name:Good tag names:
  • Specific: “Rising Stars Class” not just “Class”
  • Action-oriented: “Needs Follow-up” not “Follow-up”
  • Consistent: Decide on a naming convention (Title Case, sentence case, etc.)
Avoid:
  • Generic terms: “Group”, “Team” (too vague)
  • Numbers only: “1”, “2” (not descriptive)
  • Special characters: Use letters, numbers, spaces, hyphens only
3

Save and use

Press Enter or click Save.
Tag created! It now appears in your tag sidebar, ready to be assigned to clients.

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Method 2: Create while tagging clients

Tags can also be created on-the-fly when adding or editing clients:
  1. Open a client profile or click “New User”
  2. In the Tags field, start typing a new tag name
  3. If it doesn’t exist, CoachIQ creates it automatically
  4. Apply it to this client
Instant creation: This method is faster when you’re adding multiple clients with a new tag. Just type it once, and it’s created and applied simultaneously.

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Applying tags to clients

Once tags exist, you can assign them to individual clients or in bulk.

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Tagging individual clients

1

Open the client profile

From People → Clients, click the client’s name.
2

Find the Tags field

In the User Details sidebar on the right, scroll to the Tags field.
Choose Tags Pn
3

Add or remove tags

To add a tag:
  • Click into the Tags field
  • Start typing to search existing tags
  • Select from the dropdown or create a new tag
  • Tag applies immediately (auto-saves)
To remove a tag:
  • Click the × icon next to the tag name
  • Tag is removed immediately
Multiple tags: Clients can have unlimited tags. Apply as many as needed to organize effectively.

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Bulk tagging multiple clients

When you need to tag many clients at once (e.g., tagging an entire program cohort):
1

Select multiple clients

On the People → Clients list page:
  1. Use checkboxes to select multiple clients
  2. Or use filters to narrow to a group, then “Select All”
Keyboard shortcut: Hold Shift and click to select a range of clients quickly.
2

Apply bulk action

Look for Bulk Actions or Actions dropdown (location varies by CoachIQ version):
  • Select “Add Tags” or “Manage Tags”
  • Choose the tag(s) to apply
  • Confirm
Done! All selected clients now have the new tag. This works for hundreds of clients at once.
Removing tags in bulk: Some bulk operations allow tag removal. Double-check your selection before removing tags from multiple clients—it’s hard to undo if you select the wrong group.

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Using filters to find clients

Filters help you slice your client list in multiple ways: by role, by tag, or by search.

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Filter by role tabs

At the top of the Clients page, role tabs let you filter by user type:
Select Filter Pn
Available role filters:
  • All - Everyone (no role filter)
  • Admins - Users with admin permissions
  • Coaches - Your coaching staff
  • Parents - Guardians of youth athletes
  • Athletes - People who train with you
  • Customers - Anyone who has made a purchase
Multiple roles: A client tagged as both “Athlete” and “Customer” appears in both filter views. Role filters are not exclusive.

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Filter by tags

Click any tag in the sidebar to filter the client list to only people with that tag: Single tag filter:
  1. Click a tag name in the sidebar
  2. Client list updates to show only tagged clients
  3. Tag name highlights to show active filter
Multiple tag filters (AND logic):
  1. Click first tag (e.g., “Elite Program”)
  2. Click second tag (e.g., “Active Member”)
  3. Client list shows only clients with BOTH tags
To clear tag filters: Click “All tags” at the top of the sidebar.
Power combo: Use role tabs + tag filters together. Example: Filter to “Athletes” tab, then click “Trial” tag to see only trial athletes (not trial parents or customers).

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Search for specific clients

The Search people bar at the top finds clients by name, email, or tag: To search:
  1. Click into the search bar
  2. Type any part of:
    • First or last name
    • Email address
    • Tag name
  3. Results filter as you type
Search tips:
  • Searches are instant (no need to press Enter)
  • Partial matches work (“sar” finds “Sarah” and “Sara”)
  • Case-insensitive
  • Clear search to return to full list
Not directly in the People search bar. Phone numbers aren’t searchable from the Clients list.Workaround: If you need to find someone by phone, use the main CoachIQ search bar (top of dashboard) or export your client list and search in the spreadsheet.
Not through the UI filters. The “Joined” column sorts chronologically, but there’s no date range filter.Workaround: Click the “Joined” column header to sort by date (newest first or oldest first). Or export and filter in Excel/Google Sheets.

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Combining filters for powerful segmentation

The real power comes from stacking filters to find exactly who you need: Example scenarios:
Goal: Message all trial clients who have attended a sessionFilters to use:
  1. Click Athletes role tab
  2. Click “Trial” or “Lead” tag in sidebar
  3. Manually review their Bookings tab for session count
Result: Targeted list for conversion messaging
Save common filters as tags: If you frequently need to find the same group, consider creating a specific tag for it. Example: Instead of filtering “Athletes” + “Elite Program” + “Active Member” every time, create a single “Elite Active” tag.

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Using tags for group messaging

One of the most powerful uses of tags is instant group messaging. Instead of selecting clients one-by-one, message everyone with a specific tag.
1

Filter to your target group

Use tag filters to narrow to the exact group you want to message:
  • Click the tag in the sidebar (e.g., “Rising Stars Class”)
  • Verify the filtered list shows only your intended recipients
2

Navigate to Inbox

From the main navigation, click Inbox to open messaging.
3

Select recipients by tag

When composing a new message:
  1. In the “To” field, select “Tags” option
  2. Choose the tag you filtered by (e.g., “Rising Stars Class”)
  3. All clients with that tag are added as recipients
Messaging Tagged Users Pn
4

Compose and send

Write your message and click Send.
Message sent! Everyone with that tag receives your message (In-App, SMS, or both depending on your settings).
Common messaging scenarios:

Program Announcements

Message everyone in “Elite Program” about schedule changes, new content, or events

Trial Follow-ups

Send welcome series to all “Trial” tagged clients with onboarding resources

Payment Reminders

Message “Past Due” tagged clients about outstanding balances

Location Updates

Notify “Downtown Facility” clients about facility closure or equipment updates
Double-check before sending: Once a group message is sent, you can’t unsend it. Always verify your tag filter shows the correct group before messaging.
Learn more: See Inbox Overview for complete Inbox messaging guide.

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Tag management best practices

Use Descriptive Names

“Monthly Basketball Membership” is better than “BBall Monthly”. Future-you (and your team) will understand it immediately.

Establish Naming Conventions

Decide on Title Case, sentence case, or lowercase. Use consistently across all tags to avoid duplicates.

Clean Up Regularly

Every quarter, review your tag list. Delete unused tags, merge duplicates (e.g., “trial” and “Trial”), rename unclear tags.

Document Tag Meanings

Keep a simple document explaining what each tag means and when to use it. Essential if multiple staff members tag clients.

Limit Tag Count

Don’t create 50 tags. Most coaches use 10-15 total. If you have too many, consider combining or using fewer tags more strategically.

Tag New Clients Immediately

Make tagging part of your client creation workflow. Add at least 2 tags (program + status) when creating every new client.

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Common tag examples by business type

Solo coach with 1 program:
  • “Active Member”
  • “Trial”
  • “Monthly Subscription”
  • “Inactive”
Multi-program facility:
  • “Youth Development”
  • “Elite Training”
  • “Adult Fitness”
  • “Trial - Youth”
  • “Trial - Elite”
  • “Active Member”
Multi-location operation:
  • “Location - Downtown”
  • “Location - Westside”
  • “Location - Mobile”
  • “Elite Program”
  • “Beginner Group”
  • “Active”
  • “Past Due”
Seasonal training:
  • “Fall Season 2024”
  • “Spring Season 2025”
  • “Off-Season Training”
  • “Camp Attendee”
  • “Tournament Team”
Start with 5 tags: Program/group, membership status, and maybe location. Add more only when you have a clear need. Over-tagging creates confusion.

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Exporting filtered lists

After filtering to a specific group, you can export just those clients:
1

Apply your filters

Use tag sidebar, role tabs, and search to narrow to your target group.
2

Click Export button

In the top-right corner of the Clients page, click Export.
Export Clients Pn
3

Download and use

Download the CSV file containing only the filtered clients.Export includes:
  • Name (first and last)
  • Email address
  • Phone number
  • Role(s)
  • Tags
  • Join date
Why export filtered lists:
  • Import into email marketing tools (Mailchimp, etc.)
  • Share with external partners or sponsors
  • Create custom reports in Excel/Google Sheets
  • Backup specific segments
Privacy reminder: Exported client data contains personal information. Use it responsibly, comply with your privacy policy, and delete copies when no longer needed.

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Common questions

No. Tags are coach-side only. Clients never see tags in their Athlete Portal. Tags are purely for your internal organization and don’t affect the client experience.
When you delete a tag:
  • Historical messages sent to that tag remain (not deleted)
  • Clients aren’t notified
  • You cannot undo the deletion
Recommendation: Instead of deleting, consider renaming the tag if it’s no longer relevant but has historical value.
CoachIQ doesn’t have a direct “rename tag” feature. Here’s the workaround:
  1. Create the new tag with the desired name
  2. Filter to clients with the old tag
  3. Bulk add the new tag to all of them
  4. Bulk remove the old tag
  5. Delete the old tag
It’s manual but preserves client assignments.
Unlimited. There’s no restriction on tags per client. Most coaches use 2-4 tags per client on average.Practical limit: If you’re assigning 10+ tags to clients regularly, you probably have too many tags. Simplify your system.
Yes! When bulk importing clients via CSV, include a tags column with comma-separated tag names:
first_name,last_name,email,tags
Sarah,Johnson,sarah@email.com,"Elite Program, Active Member"
Tags will be created automatically if they don’t exist, and assigned to the imported clients.Learn more about bulk import →
No. Tags are coach-side organizational tools only. They don’t appear in the athlete app/portal, affect what clients see, or change their experience in any way.Exception: Tags used for messaging determine who receives group messages, which indirectly affects the client experience.

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What’s next

Now that you’ve mastered tags and filters, explore related features:

Group Messaging with Tags

Send targeted messages to tagged groups instantly

Managing Staff

Apply tags to coaching staff for team organization

Client Profiles

Deep dive into individual client activity and history

Bulk Operations

Edit multiple clients at once using tags

People Overview

Complete People section guide

Adding Clients

Create and import clients with tags

Client Profiles

Individual client dashboards

Inbox Overview

Messaging system guide

Automations

Auto-tag clients based on actions

Forms

Tag clients based on form responses
You now know how to: Create tags, apply them to individual or multiple clients, use filters to segment your client base, combine filters for powerful searches, and leverage tags for group messaging.