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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

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