# Manage Customer Tags (/how-to/customers/manage-customer-tags)



Tags are free-form text labels you attach to customer records to organize, segment, and filter your customer base. Unlike fixed categories, tags are flexible -- you create whatever labels make sense for your business (e.g., "VIP", "Corporate", "Repeat Customer", "Local", "Group Booking").

Adding tags to a customer [#adding-tags-to-a-customer]

When creating a customer [#when-creating-a-customer]

1. In the **Create Customer** modal, scroll to the **Tags** section.
2. Click **Add Tag**.
3. Enter the tag name in the prompt and confirm.
4. The tag appears as a pill/badge in the form. Repeat to add more tags.
5. Click **Create Customer** to save.

On an existing customer [#on-an-existing-customer]

1. Navigate to **CRM > Customers** and click the edit icon on the customer row, or open the customer's detail page and click **Edit**.
2. In the edit modal, scroll to the **Tags** section.
3. Click **Add Tag** to add a new tag, or click the **X** on an existing tag pill to remove it.
4. Click **Update Customer** to save changes.

Removing tags [#removing-tags]

1. Open the customer's edit modal.
2. In the **Tags** section, click the **X** button on the tag you want to remove.
3. Save the customer.

Tags are removed from the individual customer only. If other customers share the same tag text, their tags are unaffected.

Filtering by tags [#filtering-by-tags]

On the Customers list page, you can filter by tags in combination with text search:

1. Navigate to **CRM > Customers**.
2. Select one or more tags from the tag filter controls.
3. The customer list updates to show only customers that have the selected tag(s).
4. To remove a tag filter, deselect it. The list returns to showing all customers (or whatever text search is active).

Tag conventions and best practices [#tag-conventions-and-best-practices]

Since tags are free-form strings, consistency is important. Here are recommended patterns:

| Tag              | When to use                                                             |
| ---------------- | ----------------------------------------------------------------------- |
| `VIP`            | High-value repeat customers who should receive priority service         |
| `Corporate`      | Customers booking on behalf of a company or for corporate events        |
| `Group`          | Customers who typically book for large groups                           |
| `Local`          | Customers from your immediate area (useful for local promotions)        |
| `Returning`      | Customers who have booked more than once                                |
| `Walk-In`        | Customers who were originally walk-ins before being added to the system |
| `Do Not Contact` | Customers who have opted out of marketing communications                |

How tags are stored [#how-tags-are-stored]

Tags are stored as a list of strings on the customer record. There is no master tag list -- tags exist only as values attached to customers. This means:

* Creating a tag on one customer does not add it to a global dropdown for other customers.
* Deleting all customers with a given tag effectively removes that tag from the system.
* Tag matching is exact and case-sensitive. "VIP" and "vip" are treated as different tags. For consistency, pick a convention (e.g., always capitalize) and stick with it.

Tips [#tips]

* **Tags are included in the update request.** When you save a customer, the entire tag list is sent. Removing a tag in the UI and saving will persist the removal.
* **Combine tags with search.** Use a text search for "Smith" alongside a "VIP" tag filter to find VIP customers named Smith.
* **Bulk operations.** Currently, tags must be managed one customer at a time. If you need to tag many customers at once, consider using the import/export tools or contacting support.