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Tag Overview

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