Client Tagging

How to Add Tags to a Client

Accessing Client Tags

1. Navigate to the Clients tab
2. Select a client profile
3. Look for the new “tags” section in the client’s profile.

Adding Tags

You have two ways to add tags:

• Choose from existing tags you have already created in Tinsel
• Create a custom tag by typing a new tag name

Simply click inside the tag box and select or create your desired tag.

Tag Management Features

Tag Customization

Key tag management options:

• Tags are color-coded
• You can modify tag colors in the settings > organization tab
• In the settings, you can:
  • Adjust tag names
  • Change tag colors
  • These changes will apply across all clients

Viewing and Filtering Tags

On the Clients page:

• Go to Options (in the top left corner( and click the “Show Tags” option in the menu
• A new column will display client tags
• If a client has multiple tags, you’ll see a “+1 more” indicator
• Hover over this to view all associated tags

Tag Filtering

You can filter your client list based on specific tags.
Example: Quickly view all clients with a “has greenery” tag

Schedule Integration

Tags are also visible in your schedule:

• Colored rectangles appear under project cards
• Hover over these to see the specific tag details
• Provides quick insights about client requirements (e.g., “client must be home” or “need 40-foot ladder”)6

Tag Visibility in Schedule

You can control which tags show on the schedule and which ones do not:

• In settings > Organization > Tagging, click on a tag
• find the “display on schedule” checkbox
• Uncheck this to hide specific tags from the schedule view
• Easily toggle tag visibility as needed