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)
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 a Visit Tag Prior to Checkout
Single-click an appointment to add Visit Tags in the preview window OR
Navigate to the Edit Appointment window
Under Visit 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 a Visit Tag At Checkout
Navigate to the Checkout window
Under Visit 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 a Visit Tag After Checkout
Navigate to the Order
Under Visit Tags, click ADD TAGS
Select the desired Tag(s) from the list then click away
The Tag will be 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 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.
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.