Overview

'Tags' is an umbrella term that covers both Client Tags and Visit Tags. All tags can be 'highlighted' with an emoji icon, and label certain appointments or clients. Tags can also be applied as a filter in orders and certain reports.

  • Client Tags - Added in the Client Profile, attached to individual people

  • Visit Tags - Added to appointments and orders, attached to individual visits

Example Tags

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First-Time Tag Creation

Before they can be used, Tags must be created at the business level.

  1. Head to Business Settings (gear icon) > Tags > Create Tag

    tagsmain.jpg
  2. In the Create Tag window, name the Tag, select a corresponding emoji, then click Create Tag

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  3. Repeat for all additional desired tags

Adding a Client Tag

  1. Navigate to the person's Client Profile

  2. In the Overview tab under Tags, click ADD TAGS

  3. Select the desired Tag(s) from the list then click away

  4. Click Save Changes to save the Tag(s) onto the client

    tagclientprofile.jpg

Adding a Visit Tag Prior to Checkout

  1. Single-click an appointment to add Visit Tags in the preview window OR

  2. Navigate to the Edit Appointment window

  3. Under Visit Tags, click ADD TAGS

  4. Select the desired Tag(s) from the list then click away

  5. Click Update Appointment to save the Tag(s) onto the appointment

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Adding a Visit Tag At Checkout

  1. Navigate to the Checkout window

  2. Under Visit Tags, click ADD TAGS

  3. Select the desired Tag(s) from the list then click away from the window

  4. Click Done to save the Tag(s) onto the order

    tagsatcheckout.jpg

Adding a Visit Tag After Checkout

  1. Navigate to the Order

  2. Under Visit Tags, click ADD TAGS

  3. Select the desired Tag(s) from the list then click away

  4. The Tag will be automatically applied

    tagatorder.jpg

Using Tags

From the Tags tab in the main Business Settings, click View under the Clients section or Sales section in the tag row that you'd like to see. Depending on which you click, the results will show you all Clients or all Sales that have been tagged with the corresponding Tag.

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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.

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