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Tags are short labels you add to a client to group them however makes sense for your business — VIP, Brows & lashes, Patch-test required, or the list they came from. Bella already groups clients by what they’ve done (their appointment history); tags let you group them by your own judgement, independent of whether a client has ever had an appointment. Once a client is tagged, you can filter your Clients list by that tag and send an SMS or email campaign to everyone who carries it — so a freshly imported list with no appointments yet is still something you can organise and market to from day one.
Tags are internal only. They appear in your dashboard and on the client’s profile, but clients never see them — not on their booking page, receipts, or messages.

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What you can do with tags

  • Group clients by anything — service interest, loyalty, source list, a follow-up you owe them, anything you’d otherwise keep in your head.
  • Reuse tags consistently — type-to-create with autocomplete suggests tags you’ve used before, so VIP and vip don’t drift into two separate groups.
  • Filter the Clients list by one or more tags.
  • Target a campaign at a tagged group — works even for imported clients with no appointment history.
  • Tag a whole import at once, or map a Tags column so each client arrives pre-grouped.

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Tagging a client

1

Open the client

Go to Clients and click any client row to open their profile. Their current tags appear as chips near the top of the panel.
2

Add a tag

In the Tags field, start typing. Bella suggests tags you’ve already used — pick one from the list to reuse it. To make a new tag, type it and choose Create ”…”. The tag is applied straight away.
3

Remove a tag

Click the ✕ on a tag chip to remove it from that client. Removing a tag from one client doesn’t affect anyone else who carries it.
Autocomplete keeps your tags tidy. If VIP already exists and you type vip, Bella reuses the existing tag rather than creating a near-duplicate — so a “VIP” filter never silently misses someone tagged “vip”. Tags can be up to 50 characters.

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Filtering the clients list by tag

1

Open the filters

On the Clients page, open Filters and choose Tags.
2

Pick one or more tags

Tick the tags you want. The list narrows to clients carrying any of the selected tags, and a chip such as Tags: Brows & lashes shows above the list — click its ✕ to clear it.
3

Act on the group

From here you can select the clients and Email selected to start a campaign with exactly that audience, or export the filtered list.

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Importing clients pre-tagged

When you import clients from a CSV, you can apply tags as part of the same import — no need to open each client afterwards. This is the fastest way to bring in a list that’s already grouped, for example three exported lists split by service interest. You have two options, and you can use both together:
  • Tag this whole import — type one or more tags that apply to every client in the file. Ideal when the whole list belongs to one group (for example, everyone from your Brows & lashes mailing list).
  • Map a Tags column — if your spreadsheet has a column of tags, match it during the column-matching step and each client is tagged from their own row.
If an imported client matches one you already have, their tags are merged — existing tags are kept and the new ones are added. Re-running the same import won’t create duplicate tags.

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Sending a campaign to a tagged group

Tags plug straight into the campaign recipient picker, so you can message a group by tag in a few clicks — even if those clients have never had an appointment.
1

Start a campaign

Go to Messaging → Campaigns, click New campaign, name it, and choose the channel (Email or SMS) and message type (Marketing or Announcement).
2

Filter recipients by tag

In the recipient picker, open the filters and choose Tags, then tick the tag you want to reach. The audience narrows to clients carrying that tag — read directly from their profile, with no appointment history required.
3

Compose and send

Write your message, run the content check, and Send now or Schedule for later as usual.
Consent and contactability rules still apply on top of the tag filter. Clients without an email address or mobile number, or without consent for that message type, are excluded automatically — so a tagged group only receives a campaign if they’re allowed to. See Messages for how consent and campaigns work.
Sending SMS and email campaigns is part of Messages Plus. Tagging clients, filtering by tag, and importing pre-tagged lists are available on every plan.