Differentiate your customers with Customer Tags. Quickly filter your Customer list to find VIPs, seasonal customers, or whatever makes sense for your business! You can also use tags to send Group Emails from the Email Center, view them in exported reports, and more.
Add Tags to any Customer
Go to any Customer Page (not a property page)
Click "Add" next to "Tags"
Create a new Tag or select an existing tag
New tag = enter a name and click the green checkmark
Existing tag = click the tag from the list that displays
Filter Customer List Using Customer Tags
Go to Customers page
Click the Filter drop down
Click the "Tags" drop down menu
Click the Tag you want to filter by and the customer list will update accordingly
Send a Group Email Using Customer Tags
Go to the Email Center
Click the "Tags" drop down menu and select your Tag(s)
Click Compose Email
Compose your email and click Send
Filter Scheduling View Using Customer Tags
Go to the Scheduling page
Click the Filter drop down
Scroll down to Customer Tags section
Use the search box or click an existing tag
Click the "Filter" drop down menu again to close it
Filter Alerts Dashboard Using Customer Tags
Go to the Alerts Dashboard
Click the "Filter" drop down menu
Scroll down to Customer Tags section
Use the search box or click an existing tag
Click the "Filter" drop down menu again to close it
