Setting Up Labels, Form Fields, and Groups

To get started, navigate to Templates > Labels. This is where you can create and manage labels, form fields, and groups to keep your services organized.

Creating a New Group

1. Click + New Group.

   

2. Add a Name to that group category.

   

3. Select the appropriate Service Area.
   1. If you do not select a service area, those labels will not appear as options to add to a lead form.
      • If you want a Client to able to assign a label to themselves through a lead form, select the appropriate service area type.
   2. If these labels are only for internal use, and will be manually added to a profile as needed, no service area type is needed!
4. Click Save.

Adding a New Label

1. Click + New in the category you are working in to add another label.

2. Enter the label name.
3. Choose a color for easy identification.

Creating a New Form Field

1. Click + New in the category you are working in.
2. Enter the field name (ex. Provider Name, Birth Location, Emergency contact, etc.)
   1. Each label category can have different form fields attached to that category. You may want to have different custom fields populate in a profile depending on their label (service type).