Client Tags

Tags are flexible labels you attach to client profiles to organize, filter, and segment your client base. Use them to quickly find groups of clients or target specific audiences.

Creating Tags

Go to CRM > Settings > Tags
Click + New Tag
Enter a tag name and choose a color
Click Save

You can also create tags on the fly when editing a client profile — just type a new tag name and it's created automatically.

Assigning Tags

Tags can be assigned in several ways:

On the client profile — click the tags field and select from existing tags or type a new one
Bulk assign — select multiple clients in the list view and click Add Tag
Automatic — set up rules to auto-tag based on form responses, session type, or spending

Useful Tag Categories

Here are tag ideas organized by purpose:

Session type: Wedding, Portrait, Newborn, Commercial, Headshot
Client status: VIP, Repeat Client, Referral Source, Past Client
Location: Local, Travel, Destination
Marketing: Email List, Holiday Card, Mini Session Interest
Source: Instagram, Google, Referral, Wedding Wire

Filtering by Tags

In the client list, click the Filter button and select one or more tags. You can combine tags to narrow results — for example, "VIP" + "Wedding" shows only your VIP wedding clients.

Using Tags for Marketing

Tags power targeted outreach. When sending a promotion or announcement, filter your client list by relevant tags to ensure the right people get the right message. For example:

Tag "Newborn" clients for a first-birthday session offer
Tag "Mini Session Interest" for seasonal marketing
Tag "Referral Source" to send thank-you notes and referral bonuses

A thoughtful tagging system makes your CRM exponentially more useful as your client base grows.