Skip to main content

How do I add a tag to a customer's account?

User tags can be manually added to a Customer's Account

Leah Cullins avatar
Written by Leah Cullins
Updated over 3 months ago

User tags can be manually added to a customer's account and are displayed on the roster and in the customer's profile on the admin side. User tags are only visible to you and your team. Customers will not see these tags on their accounts.

  1. To add a tag to a customer's account, begin by pulling up their profile either from the class roster or by clicking Find Customer and searching for the account by name or email.

  2. Select Personal Information > Edit Personal Information.

  3. Scroll down to the Account Administration section. Click the drop-down arrow under Tags to select the desired tag(s), and then click Save.

Did this answer your question?