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Creating & Managing Tags
Creating & Managing Tags

Create, add, edit, and delete tags to help organize jobs and appointments

Written by Caleb Fahrner
Updated over a week ago

How to Create a new Tag

Click the “+” icon to create a new tag.

Select a color and choose the text (up to 16 characters) you would like to be displayed. When you are finished, click "Save".

Editing and Deleting Existing Tags

From the left navigation menu, select “Admin" > "Tags". Click on the tag you wish to edit and make any changes. Your changes will be applied to any jobs which currently have that tag assigned.

To delete a tag, choose "Delete" from the menu on the right-hand side.

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