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:
- Go to Customers
- Click on a Customer you want to add a Tag to
- 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:
- Go to Settings
- Click on People > Teams
- Click on a Team you want to add a Tag to
- 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