Tags – Overview

Overview

Tags can be used to easily categorize or add notes to a Customer or Team profile.

How to add Tags to a Customer

You can add tags to a customer by:

1. Go to Customers
2. Click on a Customer you want to add a Tag to
3. Type the tag into the tag field and click Enter

Examples of where Customer tags are displayed:

• Customer Profile
• Customers Index
• Active Bookings page
• Cancelled Bookings
• Staff New/Edit Booking form
• Current Scheduler
• Charge Customers

How to add Tags to a Team

You can add tags to a team by:

1. Go to Settings
2. Click on People > Teams
3. Click on a Team you want to add a Tag to
4. Type the tag into the tag field and click Enter

Examples of where Team tags are displayed:

• Scheduled Bookings
• Team Profile
• Team Payments index page and details page