Work with customer tags

1. In the office panel open a customer’s profile — you’ll see their tags next to their details, as colored chips.

   

2. To add a tag, click + Add tag and pick it from the list — only tags the customer doesn’t already hold are offered.

3. To remove a tag, click × on its chip — no confirmation is asked.

Note

A tag assigned automatically by a rule (see Manage customer tags) can be removed by hand just like any other — it comes back automatically if the customer still meets the rule’s conditions at the next assignment update.

This works the other way round too: a tag assigned manually takes precedence over the rule — it won’t be unassigned automatically, even if the customer doesn’t meet (or has stopped meeting) its conditions. It only goes away when you remove it by hand.

Filter the customer list by a tag

1. In the customer list pick a tag from the Tag field.

2. The list shows only customers holding the selected tag. The filter works together with the text search.

   

3. To clear the filter, pick All.

Note

The tags section on the profile and the tag filter on the customer list are visible only when your studio has the customer tags feature enabled.