Scheduler
You can now create and add tags to help you track and manage your scheduling requests. This can help you identify the type of meetings or projects assigned to your clients.
For example, you may want to keep track of all clients who are part of a training program, to schedule follow-up feedback sessions or simply segment your clients.
This will enable you to filter by 'Tags' in the Requests Table.
Once your requests are filtered, you can export the data to a CSV file. You can include this in your reports and present it to your clients or team, for further discussion and review.
To find out more about the tags, please read our documentation here.