Think of tags as short descriptions or keywords that you can add to a customer profile or calendar booking. For example, you might want to have tags that can be used to identify customers as “new” or as a “referral”; or to show their preferred booking preferences, such as “AM appointments only”.
Tags are helpful for calendar bookings too. For example, you could add a tag “no show” to missed customer appointments; or “mandatory” for internal meetings where all team members need to be present.
How can I create a new tag?
You can find the tag feature under Management > Tags. Here you also have an overview of the tags you have already created, and can see how often the tag has been used.
To create a tag, click on the "add" icon.
Give your new tag a name and select a colour from the drop down menu on the right. Select whether it should be available for customers or bookings, and save it.
How can I assign a tag to a customer?
Option 1: From the main navigation
Search for the customer under Customers > Customer list
Click on the "edit" icon to open the customer profile
Scroll down to the "tags" field. Click on the field: a list of your customer tags will appear. Select your preferred tag from the drop-down menu
Save your changes.
Option 2: From the calendar booking
Once a customer has been assigned to a booking, click on the "edit" customer icon
Scroll down to the "tags" dropdown and select your desired customer tag(s)/
How can I assign a tag to a calendar booking?
Select the desired booking in the calendar
Click on the "edit" icon to edit the booking
Scroll down to the "tags" dropdown and select the tag(s) you want to the booking.
How can l see which tags a booking or customer has?
Simply hover your mouse over a calendar booking. If any booking tags have been assigned to the booking and/or customer, they will appear in the booking preview. Customer tags also appear in the customer profile.