Tag customers
Short labels — VIP, first-timer, needs deposit — that make the customer list filterable.
Tags are short labels you put on a client record — vip, colour, walk-in — and they drive the filter row at the top of Dashboard → Customers.
Steps
- Open Dashboard → Customers.
- Click a client to open their record, then click Edit.
- In the Tags field, type your tags separated by commas:
VIP, colour, Tuesdays. - Save.
To remove a tag, delete it from that field and save again.
What happens to what you type
- Duplicates collapse, and so do different capitalisations.
VIP, vip, ViPbecomes one tag. The spelling that survives is the first one you typed, soVIPstaysVIP— tags are not forced to lowercase. - Blanks are dropped. Stray commas cost you nothing.
- Twenty tags per client, forty characters each. Past that, extras are trimmed. This is enforced by the database, so it holds for imported clients too.
Suggested tags
| Purpose | Tag examples |
|---|---|
| Loyalty | vip, regular, first-timer |
| Risk | late, no-show-risk, deposit-only |
| Segment | beard, colour, wedding |
| Marketing | newsletter-yes, newsletter-no |
Filtering
The customer list shows every tag in use as a button, with the number of clients carrying it, most-used first. Click one to narrow the list; click it again to clear. A tag spelled two ways gets one button, not two.
The search box works alongside the tag filter and covers names, email, phone, notes and tags — so the thing you wrote in a note is findable, which is the point of writing it.
Exports
Tags are included in the customers CSV from the Export CSV panel on the same page, as a tags column with several tags separated by semicolons. They are not treated as personal information, so they appear whether or not you tick the box to include email and phone.