Tags & list catalogs
Segmentation should not mean another spreadsheet. Define tags per entity type, restore sensible defaults, and keep related catalogs - capabilities, health funds, service categories - in Settings → My Lists.
- Tags for customers, staff, bookings, products, services, tickets, and notes
- Filter lists and support by tag
- Restore default tags for your vertical
- My Lists also holds resource types, service categories, capabilities, health funds, and the Levels rubric
- Used by marketing audiences when campaigns are enabled
- Growth and Pro for the Tags module
Built right into the product
No bolt-ons, no surprise add-ons. Tags & list catalogs ships on plans labelled Growth and Pro.
- Tags for customers, staff, bookings, products, services, tickets, and notes
- Filter lists and support by tag
- Restore default tags for your vertical
- My Lists also holds resource types, service categories, capabilities, health funds, and the Levels rubric
- Used by marketing audiences when campaigns are enabled
- Growth and Pro for the Tags module
How it works
Three moves and you're live
Open My Lists
Settings → My Lists → Tags: filter by entity type and create the labels your team actually uses.
Apply on records
Add tags on customer profiles, bookings, and notes so search and segments stay accurate.
Keep catalogs tidy
Use the other My Lists tabs for capabilities, health funds, service categories, and the Levels rubric when grading is enabled.
Related
Pair it with
Help & guides
Set it up
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