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How to Create and Use Tags (Customer, Booking & Provider)

Tags are your secret memory bank. Flag angry customers, VIPs, first-time jobs, rockstar providers—anything you need to remember at a glance.

Written by Sam Arnold

How to Get to Tag Manager

Click AccountTags

Create Any Tag in 10 Seconds

  1. Click Add Tag

  2. Choose type:

    • Customer → e.g. “Always Angry”, “VIP”, “Rental Property”

    • Booking → e.g. “First Booking”, “Interested in Recurring”, “Fragile Floors”

    • Provider → e.g. “HVAC Certified”, “Speaks Spanish”, “Top Closer”

  3. Type name → Create Tag

Apply Tags Instantly

Customer Tags

Customers → click name → Tags box → pick one → Save

Provider Tags

Providers → click name → Tags box → pick one → Save Changes

Booking Tags

View Bookings → click job → scroll to Tags → pick one → Save Changes

Tags now appear everywhere: calendar hover, customer profile, provider list, and filters—so you never forget who’s who.

Questions? Message us anytime using the chat widget in the bottom-right corner or email support@scheduledrop.com.

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