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Organize, segment, and personalize at scale
Create custom tags and smart segments to organize your client base. Use segmentation for targeted marketing, personalized service, and data-driven business decisions.
Real-world applications that drive results
Auto-tag clients who spend over $2,000/year as VIP. Offer priority booking and exclusive promotions to this segment.
Tag clients by preferred style (traditional, neo-traditional, realism). Send targeted announcements when matching artists visit.
Create a segment of clients who haven't booked in 6+ months. Send them a personalized 'We miss you' offer.
Tag clients by referral source (Instagram, walk-in, friend referral) to measure which channels bring your best clients.
“Tags and segments operate on a real production client base: 2,393 clients managed at a live New York studio — not demo rows.”
Everything you need to know about Tags & Client Segmentation
Deleting a tag removes it from all clients. You can archive tags instead to preserve historical data while hiding them from active use.
Yes! Import tags via CSV during client import, or bulk-apply tags to existing clients matching specific criteria.
Smart segments are dynamic—they automatically include/exclude clients as their data changes. A client who reaches VIP spending threshold is automatically added to the VIP segment.
Tag visibility is permission-based. Some tags (like "difficult client") can be restricted to managers only.
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