Overview
This tutorial provides a breakdown of Tags
What is a Tag
StudioCloud allows you to create tags to help identify your clients, their interests, or other identifying information. It can also be used to divide up information in StudioCloud. For example, if you need to track two business locations at once in StudioCloud you can use tags to separate the information for reporting purposes.
How to Create/Edit a Tag
Click here for a tutorial on how to create a tag
How to Add a Tag to a Client
Click here for a tutorial on how to add a tag to a client
How to Add a Tag to other Resources
Click here for a tutorial on how to add a tag to a session/event/appointment, invoices, jobs, and projects
How to View and Export A List of Clients That Have A Tag
Click here for a tutorial on how to view and export a list of clients associated with one or more tags
How to View The Sales, Income, and Payments Owed For Clients That Have Specific Tags
Click here for a tutorial on how to view the sales, income and payments owed for clients that have specific tags
View Products, Services, And Packages Ordered Based On Tag
Click here for a tutorial on how to view the items ordered based on tag
View Clients Not Tagged
Click here to view a report of the clients that aren't tagged