Tags

Tags help you group your clients in whatever way is useful to you: for example, people coming for the first time, people who need special attention or people who come from a campaign. Each tag has a name and a color, and a client can have several.

Add tags to a client

In the client's record, in Personal details, choose their Tags from the ones you already have and save.

If the tag doesn't exist yet, click New at the bottom of the list, type its Name, choose its Color and save it: it is added to the client without you having to look for it. Administrator and Assistant can create tags; Professional chooses from the ones that already exist.

Manage the list

From the same Tags field, Manage opens the list of all your tags in another tab. There you can change their name or color, or delete them. Administrator and Assistant can do this, and you can only get there from that field: it isn't in the menu.

When you change a tag's name or color, it changes for every client that has it.

Where tags are shown

• In the Schedules › Clients list, in their own column. There you can also filter by tag and see in the chart how many clients each tag has.
• In the schedule, when you hover over an appointment, next to the client's name.
• When you book an appointment or edit it, next to the client's name.
• In the Schedules › Appointments list, next to the client's name.