Assigning Tags to Customers

Learn how to add and remove tags from customer profiles.

Adding Tags

From Customer Profile

1. Open the customer's profile
2. Find the Tags section
3. Click Add Tag
4. Select from existing tags or create new
5. Tag is immediately assigned

Multiple Tags

You can assign multiple tags to a single customer. There's no limit.

Removing Tags

Quick Remove

Click the X button on any assigned tag to remove it instantly.

From Tag Dropdown

Open the tag dropdown and click an already-assigned tag to toggle it off.

Viewing Tags in Action

Booking Modal

When you search for a customer:

• Tags appear as colored badges
• VIP customers show a gold star
• Customers with alerts show warning icon

Calendar View

Hover over any appointment to see:

• Customer's tags (up to 3 shown)
• VIP badge if applicable
• Full details in tooltip

Common Tag Workflows

New Customer

1. Customer books first appointment
2. Assign "New Client" tag
3. Remove tag after 3rd visit

VIP Customer

1. Customer reaches spending threshold
2. Assign "VIP" tag
3. Staff provides enhanced service

Allergy Alert

1. Customer reports allergy
2. Assign "Allergy Alert" tag
3. Add details to customer notes
4. Tag appears on all bookings

Use case scenarios

Scenario 1: Tagging at first appointment

A new customer books her first visit. After her appointment, the receptionist tags her "New client" + any allergies discovered during the service. Three visits later, the New client tag is auto-removed; the allergy stays.

Scenario 2: VIP promotion

Anna has spent 800,000 Ft over the year. The salon's VIP threshold is 500k. The owner reviews top spenders monthly, manually adds the VIP tag to qualifying customers, and sends them a "Welcome to VIP" email.

Scenario 3: Bulk tagging from a campaign

The salon ran a Mother's Day campaign and wants to tag all customers who booked during that period. From the customer list, filter by booking date, select all, bulk-add "MothersDay2026" tag. Now they can re-target those customers next year.

Scenario 4: Allergy update mid-visit

Customer reports new sensitivity to a hair product during her color appointment. The colorist opens the customer's profile, adds "Allergy alert" tag with note in the allergies field. Future bookings show a red warning before saving.

Scenario 5: Removing outdated tags

A customer was tagged "Difficult" two years ago after one bad visit. She's been a model customer since. The manager reviews and removes the tag during a quarterly cleanup.

Tips

• Tag at the right moment: right after the appointment is fresh, while you remember details. End-of-day tagging is too late.
• Review tags quarterly: situations change. The "New client" tag has no business sticking around for 2 years.
• Combine tags with notes: a tag is a flag, the note is the explanation. "Allergy" tag + "Reacts to ammonia, use ammonia-free formula" note.
• Train the team: every staff member should know what each tag means and what action to take when seeing it.
• Use the calendar hover preview: glance at upcoming appointments, see customer tags. Pre-arrival prep made simple.