Tags and grouping clients
Marking people so you can find them again as a group — and message them as one.
2 min readUpdated August 17, 2026Managers
You know which of your clients are worth a Christmas message. Right now that knowledge is in your head, which means it's in one person's head.
Tagging someone
Tags live on the client's record, under Overview.
- 1
Open the client and find the Tags card.
- 2
Press Add tag. A short list of the tags you already have appears.
- 3
Pick one, or type a name that doesn't exist yet and press Create — that makes the tag and puts it on this client in one go.
The cross on a chip removes that tag from that client. The tag itself carries on existing for everyone else who has it.
Letting it suggest
Suggest, at the top of the card, reads what this client has actually done — how often they come, what they book, what they spend — and proposes tags, each with the reason it's proposing it. Some are tags you already have; some are new ones it thinks are worth creating.
Nothing happens until you press Apply or Add new on a suggestion. It's a proposal, and the reason is there so you can disagree with it.
Clients who are excluded from AI features don't get suggestions — the button isn't offered on their record at all. See Consent, privacy and deleting someone.
Finding the group again
Tags are worth having because they come back out. In the client list, Filters has a Tag picker holding every tag you've made — combine it with the other filters to get "VIPs with no upcoming visit", which is a list worth doing something about.
And when you write a campaign, the audience can be has any of these tags. That is the whole reason to tag anyone: the tag you put on twenty people in February is the send list in November.
Common questions
Where do I create a tag?
On a client. Press Add tag, type the name, and pick Create — the tag is made and applied in one step, and it's available on every client from then on. There's no separate tag-management screen.
How many tags can one client have?
As many as are useful. They show as chips on the record, so a client with nine of them is a client whose record has stopped being readable.
What does the Suggest button do?
Reads that client's history and proposes tags — existing ones to apply and sometimes new ones to create — with a line of reasoning for each. Nothing is applied until you press the button beside a suggestion.
Can I message everyone with a tag?
Yes — that's what tags are mostly for. A campaign's audience can be "has any of these tags", optionally narrowed further.
What's the difference between a tag and a Good to know line?
A tag groups people. A Good to know line describes one person. If you'd never want a list of everybody it applies to, it isn't a tag.
Does removing a tag delete it?
No. The cross on a chip takes the tag off that client; the tag itself stays available for everyone else.
Related articles
- Find a clientClients · Searching by name, email or phone, and narrowing a long list down with filters when you don't know who you're looking for yet.
- Choosing who gets itCampaigns · Consent first, then the filters — tags and conditions, the live eligible count, and why the number is always smaller than your client list.
- Things worth remembering about a clientClients · One-line facts about a person — the heads-up, the thing they love, the thing they can't stand — shown where a stylist will actually read them.
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