Customer tags help you organize and identify customers based on information that is useful for your business.
You can add one or multiple tags to a customer profile and use them as internal labels to quickly understand or categorize that customer.
What are customer tags in Appointy?
A customer tag is a custom label that you add to a customer profile.
Tags can be used differently depending on your business. For example, you may use tags to identify:
- VIP customers
- New customers
- Members
- Corporate clients
- Students
- Patients
- Referral customers
- Frequent visitors
- Customers interested in a particular service
- Customers requiring special attention or follow-up
Because Appointy is used across many industries, tags give you a flexible way to organize customer records using terminology that makes sense for your business.
How to add a tag to a customer
Quick navigation
Customers → Select Customer → Info → Tags → Enter Tag
Steps to add customer tags
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Select the customer you want to add a tag to.
- In the customer details window, open the Info tab.
- Find the Tags section.
- Click in the text field below Tags.
- Enter the tag you want to add.
You can add multiple tags to the same customer.
.
Can I add multiple tags to one customer?
Yes.
A customer can have multiple tags when more than one label is relevant.
For example, the same customer could be tagged as:
VIP, Member, and Referral
This gives you more flexibility when organizing customer information.
What should I use customer tags for?
Tags are useful when you want to add quick internal context to a customer record.
For example:
- A salon might use VIP, Bridal, or Regular Client.
- A clinic might use New Patient, Follow-up, or Corporate Patient.
- A fitness business might use Member, Trial, or Personal Training.
- An education business might use Student, Beginner, or Advanced.
- A consulting business might use Enterprise, Prospect, or Existing Client.
The tags you create should reflect the way your business needs to identify and manage customers.
Are customer tags visible to customers?
Customer tags are intended to help your team organize customer information inside Appointy.
If tags are only used internally in your current setup, they should be treated as internal labels rather than customer-facing information.
Frequently Asked Questions
How do I add a tag to a customer in Appointy?
Go to Customers → Select Customer → Info → Tags, then enter the tag you want to add.
Can I add more than one tag to a customer?
Yes. You can add multiple tags to the same customer profile.
What can customer tags be used for?
Tags can help categorize customers by membership, customer type, source, interest, status, or any other internal classification relevant to your business.
Can I create my own customer tags?
Yes. You can enter custom tag text based on the terminology your business uses.
What is the difference between a customer tag and customer information?
Customer information contains the customer's actual profile details, while tags act as flexible labels that help you categorize or identify the customer internally.