Tags are tiny visual markers—pet and home-themed icons, letters, numbers, etc.—that let you flag special details without cluttering the page. You can attach them to clients, pets, individual visits, and staff accounts.
Create or edit a tag
Go to Business Settings > Clients and scroll to Tags.
Click New Tag, pick an icon, and type a brief label (shown on hover or tap).
Click Save. The tag is now ready to use everywhere in the portal.
Popular ideas
Pet has medical needs
Client has cameras
Aggressive dog present
Note: Tags can’t be deleted—this keeps historic records intact—but you can change any tag to Inactive so it stops appearing.
Visibility settings
All Staff (default) – managers and sitters see the tag; clients do not.
All Staff and Clients – everyone sees it.
Managers Only – visible to administrators and managers, hidden from sitters and clients.
Change a tag’s visibility at any time; the update is instant across the portal.
Where tags appear
Client tags – show on every visit for that client and inside the client profile.
Pet tags – display only within the client/pet profile.
Visit tags – visible on that specific visit line in schedules.
Staff Account tags – shown in the Staff list and inside each sitter’s account.
Assign tags
Single item
Edit a client, pet, visit, or staff account and add the tag in the Tags field. You can override the default label if you need a custom note. It is also an Action when viewing the Overview of a Client or Staff Account.
Bulk
On pages with checkboxes (e.g., Master Schedule, Clients in Table view) select multiple items, click Tag, and choose one or more tags to apply.
Whenever you change a tag’s icon, label, or visibility, the update automatically flows to every place that tag is used—no manual cleanup needed.