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==How to create tags and assign them to clients==

==How to create tags and assign them to clients==

1. To enable this feature go to the Custom Features section using the left-side menu of your admin interface, find Tags, and click on the Enable button or use the switcher.

1. To enable this feature go to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section using the left-side menu of your admin interface, find <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tags</span>, and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button or use the switcher.

2. To create a tag, go to Manage -> Clients-> click on the Edit button next to the necessary client record.  

2. To create a tag, go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> button next to the necessary client record.  

3. In the Client tags field you can add a new tag and click on the Save Changes button. It is possible to associate more than one tag with one and the same client.  

3. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client tags</span> field you can add a new tag and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save</span> button. It is possible to associate more than one tag with one and the same client.  

4. From now on, when adding tag(s) for the other clients, once you click on the Client tags field all the tags you added previously will be selectable from the drop-down menu.

4. From now on, when adding tag(s) for the other clients, once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client tags</span> field all the tags you added previously will be selectable from the drop-down menu.

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==How to manage created tags==  

==How to manage created tags==  

*All the tags you have created can be checked and managed on Tags Custom Feature page. After clicking on the feature name there, you will see all the tags you have.  

*All the tags you have created can be checked and managed on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tags Custom Feature page</span>. After clicking on the feature name there, you will see all the tags you already have.  

*There you can set one or more tags as Default. If you set that option for one of several tags, the default ones will be automatically assigned to all the new clients will be assigned to the default tag(s) automatically.  

*There you can set one or more tags as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">default</span>. If you set that option for one of several tags, the default ones will be automatically assigned to all the new clients will be assigned to the default tag(s) automatically.  

*As well you can view all the clients associated with the specific tag. After the click on the View button you will be redirected to the Manage -> Clients section where you will see all the clients associated with the selected tag.  

*As well you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">view</span> all the clients associated with the specific tag. After the click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">View</span> button you will be redirected to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span>-> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> page where you will see all the clients associated with the selected tag.  

*You can clone the tags if you need to create a new tag with the same settings. All clients that are using this tag will be additionally using the new clone tag.

*You can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">clone</span> the tags if you need to create a new tag with the same settings. All clients that are using this tag will be additionally using the new clone tag.

*It is possible to change the name of the tag or choose a different tag color there by editing the tag.  

*It is possible to change the name of the tag or choose a different tag color there by <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">editing</span> the tag.

*If necessary you can delete the tag from the system.  

*If necessary you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">delete</span> the tag from the system.  

*Additionally, you can merge tags in case you have similar ones. Please select the Merge Tag (it will be removed from the system after merging) and the Base Tag (it will be automatically associated with all the clients who had Merge tag before).

*Additionally, you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">merge</span> tags in case you have similar ones. Please select the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Merge Tag</span> (it will be removed from the system after merging) and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Base Tag</span> (it will be automatically associated with all the clients who had Merge tag before).

==Filtering options:==

*Clients can also be filtered by Tag in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> by clicking on the Filter & Sort</span> button.

[[File:Filter by tag in reports.png|1200px|border|center|link=https://help.simplybook.me/images/9/95/Filter_by_tag_in_reports.png]]

'''Please note!''' It is not possible to select more than one tag simultaneously when filtering by Tag

*Filtering by Tag option is also available for the Issued <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages custom feature|Packages]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership custom feature|Membership]]</span> Payments, Issued <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons and Gift Cards custom feature|Coupons&Gift Cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets custom feature|Tickets]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Loyalty System custom feature|Loyalty Points]]</span> reports.

*You can filter clients by tag in Manage -> Clients by clicking on the Tags drop-down section and selecting the corresponding tag.

*Apart from that you can filter by the specific tag while issueing memberships, gift cards, coupons and packages from admin side in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> Memberships/Packages/Coupons&Gift cards -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Show/Hide filter</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client tag</span> -> choose the necessary tag and apply the filter and then check the boxes with the filtered client records.

*Clients can also be filtered by Tag in Reports-> Clients by clicking on the Filter & Sort button.

[[File:Issue by tag.png|1200px|border|center|link=https://help.simplybook.me/images/2/27/Issue_by_tag.png]]

*Filtering by Tag option is also available for the Issued Packages, Membership Payments, Issued Coupons, and Loyalty Points reports.

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