Creating and managing tags
How to set up your own tag system with names, colors, and meanings
Creating and Managing Tags
Create custom tags to organize your customers effectively.
Accessing Tag Management
- Go to a Customer Profile
- Scroll to the Tags section
- Click Add Tag to see existing tags or create new ones
Creating a New Tag
Step 1: Open Tag Creator
Click the + Create Tag button in the tag dropdown.
Step 2: Enter Tag Name
Type a descriptive name for your tag:
- Keep it short (1-3 words)
- Make it meaningful
- Use consistent naming
Step 3: Choose a Color
Select from 18 predefined colors:
- Red, Orange, Yellow, Lime, Green, Teal
- Cyan, Blue, Indigo, Violet, Purple, Fuchsia
- Pink, Rose, Slate, Gray, Stone, Zinc
Step 4: Save
Click Create to save your new tag.
Managing Existing Tags
Search Tags
Type in the search box to filter existing tags.
Assign Tags
Click any tag to assign it to the current customer.
Remove Tags
Click the X on an assigned tag to remove it.
Tag Colors Reference
| Color | Suggested Use |
|---|---|
| Red | Alerts, warnings |
| Orange | Attention needed |
| Yellow | Caution |
| Green | VIP, positive |
| Blue | Information |
| Purple | Premium, special |
| Gray | Neutral, archived |
Use case scenarios
Scenario 1: Building your tag set on day one
A new salon's first 5 tags: VIP (gold), Allergy (red), Sensitive scalp (orange), New client (blue), Refer-friend (green). Five tags cover 80% of cases. Add more only if a real need emerges.
Scenario 2: Color coding for urgency
A salon uses colors as urgency signals: red tags trigger immediate caution from staff (allergy, complaint), green is positive (VIP, loyal), gray is informational (referred by Anna). Receptionists can scan a customer card in 2 seconds.
Scenario 3: Marketing-driven tagging
The salon tags every customer who came through a TikTok promo "TikTok 2026" (purple). Three months later they segment by that tag and run a follow-up campaign just to that audience.
Scenario 4: Cleaning up tag sprawl
After 2 years, the salon has 35 tags, half unused. The owner reviews the tag list, deletes anything unused for 6 months, consolidates similar ones (e.g. "Hard water" + "Sensitive scalp" → just "Sensitive scalp"). Cleaner UX.
Scenario 5: Service-specific tags
A balayage specialist tags every balayage customer with a "Balayage style" tag indicating preference (subtle, dramatic, sun-kissed). When the customer rebooks 3 months later, the colorist instantly remembers her preferred style.
Best practices
- Start with 5-10 tags: too many and they lose meaning. You can always add more.
- Color-code with intent: red = urgent, green = positive, gray = neutral. Stick to the convention.
- Review tags quarterly: delete unused, merge duplicates, refresh.
- Team agreement: everyone uses the same tags the same way. Document it.
- Don't tag for everything: customer notes, allergy field, segments are also tools. Tags work best for quick visual signals.