Tags
Create tags to categorize bookings and unlock more detailed Insight filtering and reporting.
Tags are customizable labels you can attach to events (primarily bookings).
To manage tags: Settings → Organization → Tags
Tags are used for:
- Categorizing work (retouch, cover-up, walk-in, etc.)
- Campaign tracking (flash day, promotion lead)
- Filtering in Insight and reporting
Creating A Tag
- Go to Organization → Tags
- Click Create Tag
- Set:
- Name
- Color
- Click Create
Editing A Tag
- Go to Organization → Tags
- Click Actions next to a tag
- Choose Edit
Changes apply everywhere the tag appears.
Deleting A Tag
Tags can be deleted.
Deletion affects reporting
Deleting a tag can remove it from historical analysis (because tag relationships are removed). Only delete tags when you’re sure you no longer need them.
Best Practices
- Keep tag names stable (renaming keeps history clearer than deleting/recreating).
- Use tags for “why” and “category” (campaign, retouch) rather than duplicating event types.
- Agree on a small tag vocabulary so reporting stays consistent.
Next
Bookings
Create and manage tattoo appointments with clients, payments, media, and history in one place.
See where tags are applied on event workflows.
Insights & Reports
Understand revenue, utilization, and upcoming workload using Performance and Outlook views.
Use tags for filtering and reporting views.
Organization FAQ
Common questions about organization settings, locations, members, tags, and reporting impacts.
Read common organization-setting answers.