Tag an Account

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 tag an account:

  1. Go to the account's details page and click the pencil by General Information
  2. Click in the Account Tags field and select all applicable tags.
    If your account doesn't have any tags, please see Add Account Tags.
  3. Click Save.
  4. The account will now be tagged. These tags will also appear in the account list, on the account's events, and when booking events.