Help Center / Customers · How-to
Tags
Create and manage the coloured tags your team puts on customers and orders.
Where to find itCustomersCustomersTagManage tags
- Who can use this
- Shop owner, Shop Manager, Shop Sales Manager
Help CenterHelp CenterHelp Center / Customers · How-to
Create and manage the coloured tags your team puts on customers and orders.
Tags are short labels with a colour. You put them on customers and on orders, then filter either list by tag. Only your team sees tags; customers never do.
On Customers › Customers, select Tag › Manage tags. While you have no tags the button reads Tags. The order list's tag filter has the same Manage tags link.
Under New tag, type a Tag name of up to 40 characters.
Choose a Colour.
Select Create tag.
The page shows how many tags you have used. A shop can have at most 100 tags, and one customer or order can carry at most 20. At the limit you see "A shop can have at most 100 tags. Delete one you no longer use."
Each tag under Your tags shows how many orders and customers carry it. Orders and Customers open those lists filtered by the tag. Each link shows only when the tag is in use there.
| Action | Does |
|---|---|
| Edit | Changes the name or colour everywhere the tag is used. Select Save |
| Delete | Asks "Delete this tag? It is taken off every order and customer." |
Open the customer with the pencil on their card and use the Notes and tags panel. See Notes, tags and the timeline.
On the customers list, select Tag and choose a tag. All tags clears the filter.
The shop owner, Shop Managers and Shop Sales Managers can create and edit tags. Delete is shown only to the shop owner and Shop Managers. Other staff who see a tag can read it only.