Add Account Tags

Permissions needed: Accounts & Contacts > Edit

Account tags allow you to assign properties or attributes to an account. These tags can then be used to alert staff about account concerns when booking, or to strategically segment accounts by financial, booking, and other concerns.

To add an account tag:

  1. Go to people Accounts and then click the Tags tab.
  2. Click the + plus icon to open the Add Account Tag slider.
  3. Add the name of your tag.
  4. Click the color block to select a color for your tag.
  5. Click Save.
  6. The tag has been added.