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 added to your database by following these steps: 


Click 'My Customers' along the top of your admin dashboard to go to your customer database.

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 next to your customer's name.

A window with your customer's information will pop up. You can now add as many tags as you'd like to the 'Tag' field. 

If you have existing tags you've used for other customers, they will appear in a drop down list for you to choose from, as you start typing. Otherwise, type in the tag you would like to create and hit enter.

After you are finished adding tags, press 'update customer' in the bottom right corner to save the changes. 

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 on the tags you've assigned to them, both in the customer database and the dashboard reports.

Happy tagging! :)

NOTE: Tags are internal identifiers that will remain attached to the customer until you edit or delete it.

Did this answer your question?