Tags

In the client file, click Tags and add whichever you like: "mornings", "injury", "company X"…

Tags help you segment clients and also work in CRM automations, as a condition ("if they have the tag…") or as an action ("add tag").

Visual note

In the Profile tab, Visual note block, write a short note your team will see when opening the client. For example: "Knee injury, avoid jumps".