Tagging a client
Open the meeting you want to tag.
Click Add client.
Search for the client by name and select them from the results.
Tagging works retroactively — you can tag any past meeting at any time.
If the client does not appear in the search results, create them first on the Clients page, then come back and tag the meeting.
Removing a tag
See Removing a client tag from a meeting. The steps differ depending on whether the meeting came from your calendar or was tagged manually.