Contacts · How-to
Tag clients and filter by tag
Mark the clients you treat differently, such as VIP, allergy or do not call, and find them again in one click.
Open the tag picker
On a client’s card, press “Tags” beside their name. It is there for roles that may edit clients.
Pick or create a tag
Start typing in “Filter or create…”. Pick an existing tag to add it; if no tag has that name yet, choose the “Create …” line to make it and add it at once. Pick a tag that is already ticked to take it off.
See the tags
Tags show as coloured labels beside the client’s name, and in the list’s “Tags” column on a wide screen.
Filter the list by a tag
In Contacts, pick the tag in the tag menu next to the search box.
Delete a tag you no longer use
In the tag picker, the bin beside a tag deletes it after you confirm. It comes off every client and company that carries it. Deleting a tag needs a role that may delete clients.
Common questions
- Can I send a campaign to everyone with a tag?
Yes. A campaign’s audience can be built from tags; see the campaigns section.
- Can companies have tags too?
Yes. Type them in a company’s “Tags” field, separated by commas. They come from the same list as your clients’ tags, and a name no tag has yet adds a new one.
- How do I tag a client on the phone?
On the client’s record, choose Tags under ⋯. Search for a tag and tap it to add or remove it, or create a new one with a colour. Deleting a tag asks first, because it removes the tag from every record. The Clients list has a chip for each tag.
Read next
Find a client in the list
Search, filter and sort the client list, and page through a long one without losing your place.
Work with a client’s card
Read a client’s history, log notes and calls, and keep their details, files and tasks up to date from one screen.
Save an audience to reuse in campaigns and broadcasts
Describe a group of clients once, such as “not seen for 90 days” or “birthday this week”, and pick it whenever you send a campaign or a text broadcast.
More in Contacts
- Contacts: your clients and the companies they work for
- Add a client by hand
- Keep a client’s children, pets and vehicles
- Merge duplicate clients
- Block a client from booking online
- Export or erase a client’s personal data
- Import or export your client list
- Keep a record for each company you work with
- Work with a company, merge or delete one
- Contacts: questions people ask
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