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
ON WEB:
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
IN APP:
Tap "Scheduling" icon at the bottom of home screen
Tap the filter icon in the top left corner of the screen
In the "customer tags" section, search for and apply the tags you want to filter by
Tap "Apply" to change the view based on the filters selected
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
Remove Customer Tags
Use the "Filter" drop down menu to filter by the tag you want to remove
Click on the customer
Hover over the tag and click the red "x" that appears
Note: Once a customer tag is removed from all customers, it will be removed from your tags list.