Tags Custom Feature
This custom feature allows you to add one or more tags to any client, enabling swift filtering of clients in reports, or other custom functionalities like coupons, gift cards, tickets, and memberships. With an intuitive interface, you can easily customize tags to align with your specific requirements, ensuring improved organization and structured client interactions.
1. To enable this feature go to thesection using the left-side menu of your admin interface, find , and click on the button or use the switcher.
2. To create a tag, go to-> -> click on the button next to the necessary client record.
3. In thefield you can add a new tag and click on the 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 thefield all the tags you added previously will be selectable from the drop-down menu.
- All the tags you have created can be checked and managed on . 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 . If you set that option for one of several tags, the default ones will be automatically assigned to all new clients.
- As well you can all the clients associated with the specific tag. After the click on the button you will be redirected to the -> page where you will see all the clients associated with the selected tag.
- You can 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 the tag.
- If necessary you can the tag from the system.
- Additionally, you can tags in case you have similar ones. Please select the (it will be removed from the system after merging) and the (it will be automatically associated with all the clients who had Merge tag before).
- You can filter clients by tag in -> by clicking on the Tags drop-down section and selecting the corresponding tag.
- Clients can also be filtered by Tag in -> by clicking on the Filter & Sort button.
- Filtering by Tag option is also available for the Issued , Payments, Issued , and reports.
- Apart from that you can filter by the specific tag while issueing memberships, gift cards, coupons and packages from admin side in -> Memberships/Packages/Coupons&Gift cards -> -> -> -> choose the necessary tag and apply the filter and then check the boxes with the filtered client records.