Tags are tiny visual markers—pet and home-themed icons, letters, numbers, and more—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

  1. Go to Admin > Business Settings > Clients and scroll to Tags.
  2. Add a new tag or edit an existing tag.
  3. Select one of the included icons or upload a custom icon.
  4. Enter the tag’s label, visibility, and status, then save.

Popular ideas

  •  Pet has medical needs
  •  Client has cameras
  •  Aggressive dog present

Arrange the master tag list in your preferred order. Choose Keep each item's saved tag order to keep the order saved on individual records, or Use the master tag order below everywhere to display assigned tags in the master order. Removing a tag stops that tag from displaying without changing assignments of your other tags. Use Inactive instead if you want to keep a tag for later.

Image tip: For the best display, upload a square image. Custom tag icons display correctly in mobile app versions released in March 2026 or later; older app versions do not support them.

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 – show with the corresponding pet’s information.
  • 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 (for example, Master Schedule or Clients in Table view), select multiple items, click Tag, and choose one or more tags to apply.

Changes to a tag’s icon, visibility, and status are reflected wherever that tag is used. A changed default label does not replace a custom label saved on an individual record. Display order follows the ordering option selected above.