Tags
For the owner and the office
A tag is your own word for a customer, such as Repeat or Referral.
Add a tag
- Open the customer.
- Tap + Tag.
- Type the word, or pick one you used before.
- Tap Add.
See who has a tag
On Customers, tap a tag to see only the customers who have it. Settings › Tags lists every tag, where you can rename or delete one.