Tags are internal identifiers you can use for distinguishing customer features like referral sources, customer routes, or anything else to identify and group customers. Customers will not be able to see the tags.
You have the option to add a tag while creating a customer profile OR you can add a tag after a customer has already been inputted into your database by following these steps:
Click on 'Customer' tab on the top left your admin dashboard.
This will bring you to your Customer Database, where you can then select the customer you would like the add the tag to by selecting their name.
This will take you to the customer's profile. Click the 'edit' button directly to the right of your customers name
A white box with your customer's information will pop up. You can now add as many tags as you'd like to the Tag box. If you have existing tags you've used for other customers, they will drop down as an option to select if you've began to type a certain word or phrase.
After you are finished adding tags, you must press the blue 'update' button in the bottom right corner to save them.
You're all set! Now, the customer's tag will appear on the right hand side of their info line on the customer database page.
You will also now be able to search for customers based off of the tags you've assigned them.
Happy tagging! :)
NOTE: Tags are internal identifiers that will remain attached to the customer until you edit or delete it.