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.
The Add client button is on the meeting page, near the top under the meeting title. If you recorded on the Marloo mobile app and didn't link a client at the time, open that recording from your Meetings list first, then follow the steps above to tag the client.
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.