Customer Tags make it easy to categorize your customers, so you can quickly identify things like VIP status, payment behavior, or any other information that helps your team provide better service.
Managing Tags
To manage your tags, go to Settings > Customer Tags.
Boatyard automatically creates one default tag called VIP. Below it, you can create up to 20 custom tags.
Creating a Tag
Click Create Tag
Enter a name for the tag
Choose a color
Choose an emoji
Click Save
The new tag is now available to add to any customer.
Adding Tags to a Customer
Go to the Customers section and search for the customer
Click the Edit icon
Go to the Settings tab
Add or remove tags as needed
Click Save
Note: You can also add tags while you add a new customer, from the Settings tab on the new customer form.
Where Tags Appear
Once a tag is added to a customer, it shows up in several places:
On the order detail screen, under the customer section
On the job screen, when viewing the customer
Filtering by Tags
You can filter by customer tags on both the Order screen and the Customer screen:
Order screen: Open the filters, select a tag, and the view updates to show only orders for customers with that tag
Customer screen: Open the filters, select a tag, and the view updates to show only customers with that tag
Common Uses
Customer Tags are flexible and can be used however works best for your business, for example:
Marking VIP customers
Flagging customers who don't pay on time
Identifying customers who require pre-payment
Noting customers who may need extra care or attention