Troubleshooting Managing Visit Tags in a Multi-Branch Setting

Issue:

In a multi-branch setting, you may need to determine whether visit tags can be set at a branch level or if they are applied globally across all branches.

Key points:

In a multi-branch setting, visit tags can be managed at the branch level. This means that each branch can create and apply its own set of visit tags independently.

Solution:

Here’s how you can manage visit tags for a specific branch:

1. Navigate to entity tags

• Go to Schedules > Scheduling Settings > Entity Tags.

2. Add a new tag

• Click on +Add Tag.

3. Enter tag details

• Enter the Tag Label and choose Visit as the Tied Entity. Click Save to create the tag.

4. Apply tags to visits

• When creating or editing a visit, click on the multi-select button next to Tags to choose from the list of visit tags configured by your branch.