Tags
Plan: Included · Where: on owner and pet profiles · Who uses it: everyone at the front desk
Tags are quick, color-coded flags you put on owners and pets. They surface the things your team needs to know in a split second — "VIP," "balance owed," "escape risk," "bites for nails" — without anyone having to read through notes.
What you can do
- Create your own tags with names and colors.
- Apply tags to owners and to pets.
- See them at a glance wherever that owner or pet appears.
- Edit or remove tags as your needs change.
How to create a tag
- Open your tag settings (managed alongside owners/pets).
- Click New tag, give it a clear name and a color.
- Save.
How to apply a tag
- Open an owner or pet profile.
- Add the tag from the tags control.
- It now shows on that profile — and anywhere the record is referenced.
Good tags to start with
| Tag | Use it for |
|---|---|
| VIP | Your best, most frequent customers |
| Balance owed | Collect at the front desk before they leave |
| Handle with care | Nervous or reactive pets |
| Escape risk | Pets that bolt — double-check doors and gates |
| New client | First-timers who may need extra hand-holding |
Tips & best practices
- Keep the list short and meaningful. A handful of high-signal tags beats dozens nobody reads.
- Use color consistently — reds for caution, greens for good standing — so the team learns them instantly.
- Pets vs. owners. Put handling flags on the pet and account flags (like balance owed) on the owner.
Related
- Owners (customer records) — tag the customer
- Pets & photos — tag the pet
🎬 Video walkthrough (60–90s)
Title: Flag what matters — tags Length: ~60s
[Open on an owner profile with a couple of colored tags visible.]
"Some things your team needs to know the instant a customer walks in. That's what tags are for.
[Point to a red 'Handle with care' tag on a pet.] A color-coded flag right on the pet or owner — 'handle with care,' 'escape risk,' 'VIP,' 'balance owed.'
[Open tag settings, create one.] Make your own: give it a name, pick a color, save.
[Apply it to a profile.] Then drop it onto any owner or pet, and it shows up everywhere that record appears.
[Back to the calendar/desk view.] No digging through notes. The front desk just sees it — and acts on it. Keep them few, keep them meaningful, and your whole team stays in the know."