Client tags

Tags are labels you add to client profiles to group them into meaningful segments. They're flexible — use them for anything from tracking client status to unlocking class access to powering marketing automations.

Add a tag to a client

1. Go to Customers → Clients and open the client's profile
2. Find the Tags section
3. Add the tag (create a new one or select an existing one)

You can add multiple tags to a single client.

Remove a tag

Open the client profile, find the Tags section, and click the X next to the tag you want to remove.

Add or remove tags in bulk

Tag many clients at once instead of editing profiles one at a time. There are two ways to do this.

From the client list

1. Go to Customers → Clients
2. Select the checkbox next to Name to select clients
3. A pop-up appears at the bottom of the screen — add or remove tags there

From a pricing option

1. Go to Setup → Pricing and open a pricing option
2. Click the checkmark next to Name to select every client on that pricing option
3. Add or remove tags for the whole group at once

What tags can do

Segment your client list Filter the client list by tag to see groups — all VIPs, all new joiners, all at-risk members, etc. Save these as Client Views for quick access.

Control class access Set booking requirements on a service type that only allow clients with a specific tag to book. For example: clients need an "Advanced" tag to book your advanced classes.

Power marketing automations Use tags as triggers or conditions in automations. Example: "When a client is tagged with 'Intro Complete', send them an email about advanced programs."

Track client status Use tags informally as status labels — "at risk", "VIP", "trial member", "referred by Sarah" — anything that helps your team work with clients more effectively.

Show or hide tags on the check-in screen

By default, a client's tags appear on the class check-in screen next to their name, so your team can see them at a glance. You can hide an individual tag from the check-in screen while keeping it on client profiles:

1. Go to Settings → Tags
2. Open the tag you want to change
3. Turn Show on check-in off

When Show on check-in is off, the tag still appears on the client's profile and keeps working for segments, class access, and automations — it's just hidden on the check-in roster. Turn it back on to show the tag on the roster again.

The membership or package name shown on a client's check-in row (for example "VIP Silver Membership") is a separate label — it reflects the active membership the reservation was booked under, not a client tag, and it only appears once the reservation is paid through that membership.

Tag best practices

• Keep tag names short and consistent (e.g., "intro-complete" not "Has completed the intro class")
• Create a naming convention before you start tagging at scale
• Review your tags periodically and clean up unused ones
• Use automation to add/remove tags automatically when clients take certain actions