If you manage a franchise, you can create tags on the Master Account and share them with all your franchisees. This keeps your tags consistent across every studio, so all locations organise clients the same way.
Create shared tags
On the Master Account, go to the Tags tab.
Create your tags. Main tags have a name, and sub tags have a name, a colour and an icon.
Your shared tags are then available in every franchisee account.
💡 Agree on a naming convention with your franchisees before creating shared tags, so everyone knows what each tag means.
How shared tags work
Shared tags are linked across the whole franchise:
Franchisees can apply shared tags to their clients.
When a client is tagged with a shared tag, the tag appears for that client in every company in the franchise.
Any change you make to a shared tag on the Master Account is reflected in all franchisee accounts.
⚠️ Tags can’t be applied to clients from the Master Account. Franchisees apply them from their own accounts.
Edit or delete shared tags
You can edit or delete shared tags from the Master Account only. Changes apply to all franchisees straight away.
⚠️ Franchisees can use shared tags but can’t edit or delete them.
FAQ
Can I tag a client directly from the Master Account?
No. The Master Account is where you create and manage shared tags. Franchisees apply them to clients from their own accounts.
If one studio tags a client, will other studios see it?
Yes. A shared tag applied to a client is reflected across all companies in the franchise.
Can a franchisee change a shared tag?
No. Only the Master Account can edit or delete shared tags.
What happens to clients if I delete a shared tag?
The tag is removed across all franchisee accounts.