Your client list contains names, contact details and medical specialties. When you plan the day, though, you may have a different question: who asked for information, who is waiting for a first visit, or whom do you want to contact again? Those needs can span many different clients.
Tags in ISF Agenda let you give these shared needs a name. You create the tags and add them to client profiles, so your list can reflect the way you organize your work.
Use specialties and tags together
Dr. Elena R. is a cardiologist. Her medical specialty describes her professional field. A “material requested” tag is useful for a different reason: during a visit, she asked you to bring a product information sheet to the next meeting.
A specialty provides a professional classification. A tag can describe a need shared by clients in several specialties. You can give the same tag to different clients and add several tags to one person. A new client might have both “first visit” and “follow up”, alongside their medical specialty.
Keep tags brief and details in the notes
In our example appointment with Elena, she asks for the Carvonia information sheet. The “material requested” tag helps you find clients with an outstanding request; the appointment note records which material Elena needs and why.
This keeps your tags reusable. If you put every detail in a tag name, you would soon have a long list of labels that apply to only one person. A short name such as “material requested” is easier to recognize and use again. Once you have handled the request, you can update the profile’s tags while keeping the original note in the appointment history.
Now consider Dr. Silvia M., a dermatologist you recently met. The tags “first visit” and “follow up” describe two things you want to remember: her first visit is still to be arranged, and you want to get back in touch. You choose and update these labels yourself.
Find clients from the same list
Each tag has a name and a color. You can see a client’s tags in their profile, search the list by tag name, or use tags as filters. Tags are also available in the map filters when you plan visits in your territory.
“Material requested” can bring together clients in different cities and specialties. “First visit” can help you find people you have only recently added. Their profiles stay in the same client list, ready to view according to the task at hand.
Start with a few tags whose meaning is clear. Keep locations and visiting days in the relevant profile fields, and use contact frequency goals to compare appointment counts with your intended schedule. Tags give you another way to recognize the situations that need attention.
When planning a day, you can combine tags with other filters to find suitable clients to contact.
If a client moves outside your territory, you can archive their profile and keep your active list focused on the people you currently manage.