Notes & Tags

Notes and tags help your staff better understand and categorize customers.

Notes

Notes are internal comments visible only to staff.

Examples:

• “Allergic to peanuts”
• “Prefers table near window”
• “Always orders vegetarian options”
• “Complained about late delivery (01/09)”

Notes are perfect for:

• Improving customer service
• Identifying behavior patterns
• Personalized experiences

Tags

Tags categorize customers using short keywords.

Examples:

• “VIP”
• “Spicy food lover”
• “No onions”
• “Daily lunch”
• “Corporate client”

Tags are used for:

• Quick identification
• Filtering customers
• Future marketing automation

Adding Notes & Tags

Inside the client file:

• Type your note
• Press enter
• For tags, type the tag name → enter

Best Practices

💡 Use short and clear tags
💡 Only write respectful and relevant notes
💡 Do not store sensitive personal information

Related Pages

👉 Client File
👉 Client Management