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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

Tags are the lightweight way to slice your CRM. Stick vip, commercial, seasonal, repeat, or anything else on contacts, then filter and target campaigns based on those labels.

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How tags work

  • Tags are strings — anything you can type. Lowercase by convention but we don’t enforce.
  • A contact can have any number of tags.
  • Tags are org-wide — you build a tag library at Settings → Tags; every team member sees the same options.

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Apply tags to a contact

Three ways:

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From the contact detail

Open a contact, click the Tags field, type or pick from existing. Press Enter or comma to commit each tag.

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From the contacts list (bulk)

Select multiple contacts via checkboxes, click Apply tag, pick or type the tag, confirm. All selected get the tag added (existing tags preserved).

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Auto-applied by forms

Forms can be configured to automatically apply tags on every submission — e.g., every “quote request” form submission gets the quote-request tag. Configure in Forms → [your form] → Pipeline integration → Auto-tags.

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Filter by tag

In the contacts list, the Tag filter dropdown shows all tags in your org. Pick one to filter the list. Pick multiple to AND them.

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Target campaigns by tag

Reactivation campaigns use tags as one of their primary audience filters. Build an audience like “everyone tagged commercial who hasn’t booked in 6 months” — exactly the kind of segment you’d want to re-engage.

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Tag library

Settings → Tags shows every tag in your org with usage counts. From here you can:
  • Rename a tag (renames everywhere it’s applied)
  • Delete a tag (removes from all contacts; the contacts themselves stay)
  • Merge two tags (e.g., consolidate commercial and comm into one)

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Naming conventions

Tags are forgiving but a few rules of thumb:
  • Use kebab-case or snake_case — quote-request or quote_request rather than Quote Request. Easier to type, no caps inconsistency.
  • Avoid duplicates by typo — vip, VIP, and v-i-p would all be different tags. Pick one and stick with it.
  • Group related tags with a prefix — service:commercial and service:residential means you can filter by prefix later.
  • Keep them short — single words or 2–3 words. Long tag strings clutter the UI.

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When to use tags vs statuses vs custom fields

  • Status — exclusive (a contact has exactly one) — what stage are they at? Lead, Booked, Customer, Cancelled.
  • Tags — many — what’s true about them? VIP, commercial, repeat, seasonal.
  • Notes — free-form text — anything else.
So use a status for “where they are in your pipeline” and tags for everything else you want to know about them.

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Next

Statuses

The pipeline stages each contact moves through.