Before you start
Tags opens from the Tags button at the top of Customers.
- On Customers, choose Tags.
- Choose Create tag.
- Type the Tag, choose a Colour and check the Preview.
- Choose Save tag.
Put a tag on customers
- For one customer, open them, choose Edit customer, tap the tags you want under Tags, and choose Save customer.
- For many, tick them on Customers (or tick the box at the top, then Select all … matching), choose Tag … selected, tick the tags and choose Apply selected tags.
What happens next
Use the Tag filter on Customers to show only customers with that tag. In Bulk message, tick tags to choose who gets it. Bulk price change can change the prices for one tag. Tags also show on the customer's page and their properties.
To rename a tag or change its colour, choose Edit tag from its row. Delete tag takes it off every customer, and can't be undone.
If something goes wrong
- “You already have a tag with that name.”: pick another name, or use the tag you have.
- “The tags weren’t applied. Please try again.”: check your connection and try again.
Who can do this
The owner and managers who can see and change customers.
Still stuck? Send us a message.