Tags
Create tags to categorize bookings and unlock more detailed Insight filtering and reporting.
Tags are customizable labels you can attach to events (primarily bookings).
To manage tags: Settings → Organization → Tags
Tags are used for:
- Categorizing work (retouch, cover-up, walk-in, etc.)
- Campaign tracking (flash day, promotion lead)
- Filtering in Insight and reporting
Creating A Tag
- Go to Organization → Tags
- Click Create Tag
- Set:
- Name
- Color
- Click Create
Editing A Tag
- Go to Organization → Tags
- Click Actions next to a tag
- Choose Edit
Changes apply everywhere the tag appears.
Deleting A Tag
Tags can be deleted.
Deletion affects reporting
Deleting a tag can remove it from historical analysis (because tag relationships are removed). Only delete tags when you’re sure you no longer need them.
Best Practices
- Keep tag names stable (renaming keeps history clearer than deleting/recreating).
- Use tags for “why” and “category” (campaign, retouch) rather than duplicating event types.
- Agree on a small tag vocabulary so reporting stays consistent.