Overview
'Tags' is an umbrella term that covers Client Tags, Appointment Tags and Order Tags. All tags can be highlighted with an emoji icon, and certain appointments or clients can be labeled. Tags can also be applied as a filter in orders and certain reports. Tags can only be added on an individual basis.
Client Tags - Added in the Client Profile (attached to individual people)
Appointment Tags - Added to appointments (attached to individual visits)
Order Tags - Added to orders (attached to individual orders)
Example Tags
First-Time Tag Creation
Before they can be used, Tags must be created at the business level.
Head to Business Settings (gear icon) > Tags > Create Tag.
In the Create Tag window, name the Tag, select a corresponding emoji, then click Create Tag.
Repeat for all additional desired tags.
Adding a Client Tag
Navigate to the person's Client Profile.
In the Overview tab under Tags, click ADD TAGS.
Select the desired Tag(s) from the list then click away.
Click Save Changes to save the Tag(s) onto the client.
Adding an Appointment Tag Prior to Checkout
Single-click an appointment to add Appointment Tags in the preview window OR
Navigate to the Edit Appointment window.
Under Appointment Tags, click ADD TAGS.
Select the desired Tag(s) from the list then click away.
Click Update Appointment to save the Tag(s) onto the appointment.
Adding an Order Tag At Checkout
Navigate to the Checkout window.
Under Order Tags, click ADD TAGS.
Select the desired Tag(s) from the list then click away from the window.
Click Done to save the Tag(s) onto the order.
Adding an Order Tag After Checkout
Navigate to the Order.
Under Order Tags, click ADD TAGS.
Select the desired Tag(s) from the list then click away.
The Tag is automatically applied.
Using Tags
From the Tags tab in the main Business Settings, click View under the Clients section or Sales section in the tag row you'd like to see. Depending on which you click, the results show you all Clients or all Sales that have been tagged with the corresponding Tag.
Tags can currently be applied as a filter in the following places:
The Tag Summary Report shows all tagged appointments and retail-only orders ('Products') during a specified date range.