A tag is your own label on a customer or a pet, like VIP or Nervous. Tags show as coloured chips wherever that customer or pet turns up. You can also point a discount at a tag, so everyone carrying it gets the same price.

Make a tag

  1. Go to Settings, then open Client Tags.
  2. Press + Add tag.
  3. Type the name in Tag name, for example VIP.
  4. Under Applies to, choose Customer or Pet.
  5. Pick a colour under Color.
  6. Press Save tag.

Choose Customer or Pet with care. A tag only offers itself on the kind of record you picked. A pet tag never appears on a customer.

Put a tag on Client/Pet

Open the customer or the pet and press Add tag. Search the list, pick the tags you want and press Save. Customers and pets keep their own lists. You get Add customer tag on one and Add pet tag on the other.

You can also set tags while you are adding or editing a customer or a pet, in the Tags field.

To take a tag off, press the small cross on the chip.

Give a discount to a tag

  1. Go to Discounts.
  2. Add or open the discount.
  3. In Customer Tags, search and pick the tags it applies to.
  4. Save.

Only customer tags can carry a discount, because a discount belongs to whoever is paying. Leaving Customer Tags empty gives the discount to everyone.

If you delete a tag

Deleting a tag takes it off every customer and pet that carried it. If a discount points at that tag, Happy Pet warns you first. Read the popup rather than pressing straight through.