Using Customer Tags and Notes

When a different stylist picks up a customer's next booking, they have no way of knowing what happened last time — or what to avoid. Customer notes and tags, found by opening a customer from Customer List and editing them, fix that: whoever takes the booking sees the same information.

• Customer notes: A notes field only admins can see. Use it to record a customer's preferences or details from previous treatments.
• Tags: Create your own tags, such as #VIP, #NoShowRisk or #Blacklist, and assign them to customers. Clicking a tag filters the customer list down to everyone who has it.

Example: Say a hair salon owner leaves a note on a customer's profile: "Sensitive scalp — no strong perm chemicals, low-irritation products only." The next time a different stylist takes that customer's booking, they can open the customer detail screen and see the note straight away, avoiding the same mistake. At the same time, if that customer has a habit of cancelling last-minute without warning, the owner can tag them #NoShowRisk, then later use the tag filter to pull up every #NoShowRisk customer at once and decide who should be given a stricter deposit policy.

Tag limits

• Each tag can be up to 40 characters long.
• A tenant can have up to 30 distinct tags in total. If you have already reached 30, remove a tag you no longer use before creating a new one.

No plan restriction

Customer tags and notes are available on every plan, including Free, with no usage limit. No upgrade is required.

The #NoShowRisk tag is just a way to group these customers for a quick look — refunding or forfeiting a deposit is a separate, manual decision you make each time you cancel or mark a booking as a no-show. See Setting a payment policy to prevent no-shows for how that decision works.