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Tags and Tagging
Tags and Tagging
Catherine avatar
Written by Catherine
Updated over 9 months ago

Tags are currently used to segment your customer list based on any keyword term fitting your campaign.


Adding Tags to Customers

You'll want to look at the right side of the customer profile for the Tags button and select it. Next, you'll want to type in your tag keyword term and hit the Enter key to save it.


Adding tags to locations

You also can add tags to specific locations on a customer's account. This is great for commercial accounts or customers with multiple properties. You can add location tags by opening the customer's account > Account Tab > Click the location name > Then, the Edit a Location window should appear.


​Filtering Customers with Tags

Now head over to your customer list and check out the Tags+ filter. Filter and export segments of your customer base.

Note: We recommend using mailchimp.com or madmimi.com for email marketing.

Tags are used in some of the reports as well. The following reports can be found within the Reports tab.


Service Lookup Report

Revenue by Tag

Edit and Delete Tags


To edit a tag, click on the tag name, make any adjustments, and then click Save.

To delete a tag, check the box to the left of that tag and click Delete button above.

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