> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bellabooking.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organising Clients with Tags

> Add free-text tags to clients to group them by your own judgement — VIP, service interest, the list they came from — then filter the Clients list and target SMS and email campaigns by tag, even for imported clients with no appointment history.

**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.

<Note>
  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.
</Note>

***

## 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.

***

## Tagging a client

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

***

## Filtering the Clients list by tag

<Steps>
  <Step title="Open the filters">
    On the **Clients** page, open **Filters** and choose **Tags**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## Importing clients pre-tagged

When you [import clients from a CSV](/clients/import), 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.

<Note>
  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.
</Note>

***

## Sending a campaign to a tagged group

Tags plug straight into the [campaign](/messages) recipient picker, so you can message a group by tag in a few clicks — **even if those clients have never had an appointment**.

<Steps>
  <Step title="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**).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Compose and send">
    Write your message, run the content check, and **Send now** or **Schedule for later** as usual.
  </Step>
</Steps>

<Note>
  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](/messages) for how consent and campaigns work.
</Note>

<Note>
  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.
</Note>