Manage customer tags

Tags let you mark customers (e.g. VIP or New customer) and filter the customer list by them. A tag can be assigned manually or automatically — based on a rule.

1. In the office panel go to Settings → Tags.

   

Note

To get you started, the list already contains three ready-made tags with rules: Nowi klienci (registered within the last 3 days), Utraceni klienci (min. 5 class sign-ups and no sign-up for 21 days), and Stali klienci (min. 10 purchased passes and a class sign-up within the last 30 days). They are ordinary tags — edit them, change their conditions, or delete them as you like.

Add a tag

1. Click + Add tag.

2. Fill in the Name (required), pick a Color, and optionally add a Description.

3. If the tag should be assigned automatically, build its rule right away — see Build an automatic rule below.

   

4. Click Save — the tag appears in the list.

Build an automatic rule

A rule is a set of conditions joined with and — only a customer who meets all of them at once gets the tag. When they stop meeting them, they automatically lose it.

Note

Automatic removal applies only to tags assigned by the rule. A tag assigned manually takes precedence — it won’t be unassigned automatically, even if the customer doesn’t meet the rule’s conditions. It can only be removed by hand, on the customer’s profile.

Example: the VIP tag has the rule “min. 10 purchased passes”. The front desk assigns it manually to a customer who has bought only 2 passes so far — say, as part of a promise made at sign-up. Subsequent assignment updates won’t take their tag away, even though the rule isn’t met. The tag only disappears once someone removes it by hand on their profile.

1. In the tag form click + Add condition.
2. Pick a condition type and enter its numeric value. Available types:
   • Min./max. number of purchased passes,
   • Min./max. number of active class sign-ups,
   • No sign-up for X days,
   • Registered within the last X days,
   • Class sign-up within the last X days.
3. Add more conditions if you need them — each new one is joined with the previous ones using and.
4. Click Save — the rule is saved together with the rest of the form, both when adding and when editing a tag.

Note

A rule can also be removed without deleting the tag itself — click the trash icon next to the Automatic rule heading (it clears all conditions), then Save. The tag then stays available for manual assignment only.

Edit a tag

1. In the tag list click the edit icon next to the tag.

2. Change the name, color, description, or rule conditions, and save.

   

3. After you save a changed rule, the assignments recalculate automatically in the background — there is nothing extra to trigger.

Delete a tag

1. In the tag list click the delete icon next to the tag.

2. If the tag isn’t assigned to any customer, it’s deleted right away.

3. If it is assigned, you’ll see a confirmation with the number of customers who will lose it once it’s deleted.

   

4. Confirm to delete the tag and remove it from all customers.

Note

The Settings → Tags screen is visible only when your studio has the customer tags feature enabled.