Organise Customers with Smart Tagging
Create tags to control service visibility, pricing, and customer groups effortlessly.
How to Create and Link Tags in Tailpro
The video walks through the complete process of creating and managing tags (or groups) in Tailpro, helping admins organise customers and control service visibility.
It begins on the dashboard, where the user taps the settings icon located at the bottom right corner. From the settings menu, they select “Manage Tags,” which opens a list of all existing tags. To create a new tag, the user taps the plus icon, opening the add tag form.
The process starts by entering a clear and descriptive tag name, such as membership levels (e.g., gold or silver), locations, or subscription types. Next, under the category section, the user selects “User,” and then chooses a relevant subcategory like location or membership to keep tags organised.
The video then explains the tag hierarchy feature. Admins can create parent and child tags—for example, a parent tag like “United Kingdom” with child tags such as “London.” This structure allows flexible service visibility: customers linked to broader tags see more services, while those linked to specific child tags see only relevant ones.
The user then selects a colour for easy visual identification and adds a short description to clarify the tag’s purpose for team members.
Next, the video shows how to assign customers and services to the tag. Customers added to the tag will only see services linked to that tag when booking. The system automatically manages this visibility in the background.
The pricing rule section is briefly introduced, explaining that special pricing (such as discounts for certain groups) can be applied, although rules are managed outside this form.
Once all details are completed, the user taps save. The new tag becomes active and appears in the tag list, along with counts showing how many customers, services, and pricing rules are linked to it.
The video also highlights important management rules. Tags can only be permanently deleted if they are not linked to any customers, services, or pricing rules. If a tag has been used in bookings, it cannot be deleted but can be disabled instead.
Finally, the video explains how enabling and disabling tags works, especially in hierarchical setups where disabling a parent tag automatically affects its child tags. It concludes by showing how to verify the tag setup by checking both the service and customer profiles to ensure the tag has been correctly linked.
Overall, the video provides a complete guide to creating, organising, and managing tags to automate service visibility and customer grouping within the system.