Tags are a great way to build out a marketing strategy, easily organize customer information, and identify customers to connect with in the future.
Please note: This feature is only available on the Redwood Punchpass plan, please reach out if you have any questions about access.
Getting started with Tags
Tags are created and added directly to customer accounts. To get started, navigate to the Customers section of your Punchpass account.
Adding tags to customer accounts
Search for and open the customer account. Here you'll see the "Add Tags" button below the customer name. Click on the "Add Tags" button to add a tag to a customer account.
In the pop-up window, type the name of the tag, and press the "Add tag" button.
The tag now appears on the customer account. To add additional tags, repeat the process.
How to remove a tag from a customer account
Tags can be removed from by navigating to the customer account and clicking on the "Edit Tags" button.
From the pop-up window, click on the tag to remove it.
The tag is then deleted from the customer account.
Working with Tags
After adding tags to customer accounts, now comes the fun part -- using them!
Tags become searchable keywords that can be used to identify every customer related to that keyword for easy access and overview.
Here's an example: Creating a new class that's perfect for your level one clients? Now you can easily send them an email and let them know!
Identify customers with a specific tag
To view customers with specific tags, you can sort your customer lists by tag:
And you can also search a customer list by tag:
After identifying your list of customers, you can then email those customers, export the information, and print the customer names.
Frequently Asked Questions
Can I edit an existing tag?
Coming soon!
Can I add a tag to multiple customers at the same time?
Coming soon!