Tagging

Reports

Tagging can cross-pollinate your reports. For example, you could find out how many people only used your business once in the past six months (Last Visit Report), tag every client that is generated on the report, and then use our report that generates email lists (Mailers & Data Exports Report) to contact everyone that has only visited once the past six months. You can tag your biggest spenders(Big Spenders Report), then find out which of your employees are selling the most to just those big spenders (Sales Report). In a nutshell, you can blend reports. You can drill down on a tiny subset of clients. Dream up a report and we bet you can create it with the Tagging Feature.

 

Classes & Workshops

You can use tagging to register a list of people into a class or workshop with the click of a button. You can also use it to run reports on clients that are taking a workshop or class. For example, if you have a workshop that starts tomorrow and you want to see if anyone just in the workshop still owes your business money, you could tag everyone on the Workshop roster and then run a Account Balance Report just on the people you tagged.

1. Log into the system with a login that has permissions to tag
2. Open a report under the Reports menu. If there are icons that say "Tag Clients (Add)" or "Tag Clients (New)," then the report allows for tagging.
3. Generate the report with the filters you want.
4. After the list of clients is displayed, click on one of the tagging icons:
   1. Tag Add: Adds the list of clients displayed to the list of clients you have tagged in the past.
   2. Tag New: Deletes the old list of tagged clients (it doesn't actually delete the clients, just the list.) Then it adds everyone displayed to a new list of tagged clients. It's the closest thing we have to starting with a new list of tagged clients.

Now that you have tagged clients for one report, class, or workshop, you can run reports later on just that list of tagged clients. Some of our clients will use the Tagging Feature on as many as three reports to find out very detailed information (for example, how many Power Bars are our biggest customers, who only come in once a month, buying from the front desk on Thursdays.)

• Sign-In Screen for individual classes (tag everyone in a class)
• Roster Page for a workshop (tag everyone taking a workshop)
• Nearly every report under the Reports Menu. You'll know if a report allows for tagging if you see the tagging icons at the top.

After you create a list of tagged clients, you can pinpoint people on the list that you want removed. Just to be clear, this doesn't erase or deactivate clients. It simply plucks specific clients off the tag list.

 

For example, if you wanted to offer all clients a promotion, except for the ones with suspensions on their account, you could:

1. Use the Client Lookup Screen to generate a list of all active clients
2. Click on the Tag (Add) Icon so the system remembers everyone listed on the tagged clients list
3. Check the box titled Suspended Clients
4. Generate another full list of suspended clients
5. Click on the Untag Icon, making the system remove all suspended clients from the list created in Step 2
6. Now you can generate a list of email address on the Mailers & Data Exports Report of every active client that does not have a suspension on his or her account.

People you tag are only remembered for your login. If you log in as the owner and tag everyone in your Friday morning class, then that list of tagged clients will be remembered with your login until you click on the Tag (New) Icon. If you were to log out and another employee logged into your system, then they would not see the clients you tagged. If you grant other users the tagging permission, then they could tag their own clients. Tag lists are saved in your database and associated with logins.