Customers
Customer Tags
Tags are labels you apply to customers for organization and filtering. Unlike segments, tags are manually assigned and don't change automatically.
Tags vs. Segments
Tags
- • Manually assigned
- • Static - don't change automatically
- • Great for one-off categorization
- • Examples: "VIP", "Staff friend", "Influencer"
Segments
- • Rule-based, automatic
- • Dynamic - update as behavior changes
- • Great for behavioral grouping
- • Examples: "New customers", "At risk"
Creating Tags
1
Go to Customers
Navigate to the Customers section in your dashboard.
2
Click 'Manage Tags'
Find the tag management option in the toolbar.
3
Create a new tag
Enter a name and optionally choose a color for the tag.
Applying Tags
There are several ways to apply tags to customers:
From customer profile
Open a customer's profile and click "Add tag" to apply tags individually.
Bulk tagging
Select multiple customers in the list view and apply tags to all of them at once.
During booking
Add tags when creating a booking for a customer.
AI-suggested
Bizily may suggest tags based on conversation content (e.g., "Birthday mentioned").
Tag Colors
Assign colors to tags for quick visual identification.
VIPNewInfluencerStaff FriendNeeds Follow-upArchived
Example Tag Ideas
Customer Type
- • VIP
- • New
- • Regular
- • Influencer
- • Staff Friend
Preferences
- • Prefers morning
- • Sensitive skin
- • Always late
- • Chatty
Status
- • Needs follow-up
- • Complaint resolved
- • Birthday coming
- • Gift card holder
Best Practices
- • Keep tag names short and descriptive
- • Use consistent naming conventions (e.g., always lowercase)
- • Don't create too many tags - keep it manageable
- • Review and clean up unused tags periodically
- • Use segments for behavioral grouping, tags for manual categorization