Tags and My Lists
Settings → My Lists is the catalog home for tags and several related pick-lists. The Tags tab requires Growth or Pro (modules.tags).
Create and apply tags
- Go to Settings → My Lists and open the Tags tab.
- Filter by entity type - Customers, Staff, Bookings, Products, Services, Support tickets, or Notes.
- Choose New tag…, name it, and save. Edit or archive tags you no longer need.
- Apply tags on customer profiles, bookings, notes, and other tagged records so list filters and segments stay accurate.
Use Restore default tags after onboarding if you want the vertical starter set back without removing custom work you still need.
Other My Lists tabs
The same Settings page also holds:
| Tab | Purpose |
|---|---|
| Resource types | Types behind rooms and equipment |
| Service categories | Browse and report groupings for services |
| Capabilities | Staff capability types (see staff capabilities) |
| Health funds | Funds used on provider credentials and claims (see health funds) |
| Levels rubric | Score scale and labels for Revively Levels grading (Growth/Pro) |
Task categories used on the Tasks page are also managed from My Lists where your workspace defines them.