Get your business settings just right!
From business details and locations to forms and waivers - discover how to customise every key setting in Kenko CRM with ease.
## Browse Collection 1. [How to update business and location settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings.md) (Video) 2. [How to update payment and invoice settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings.md) (Video) 3. [How to update global class settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings.md) (Video) 4. [How to update global appointment settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings.md) (Video) 5. [How to update global course settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Iu7WnYeBiXA-how-to-update-global-course-settings.md) (Video) 6. [How to set up cancellation & no-show policy](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/IO4DDRFzeAw-how-to-set-up-cancellation-no-show-policy.md) (Video) 7. [How to set up taxes](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes.md) (Video) 8. [How to set up waiver and agreements](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements.md) (Video) 9. [How to auto-add contacts across all locations](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/OQRTndoeE90-how-to-auto-add-contacts-across-all-locations.md) (Video) 10. [How to enable customer gender and pronouns options](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/J9adU2wuWgc-how-to-enable-customer-gender-and-pronouns-options.md) (Video) 11. [How to customise customer sign up form](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/w7ibsiRBnKQ-how-to-customise-customer-sign-up-form.md) (Video) 12. [How to create customer tags](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags.md) (Video) 13. [How to create lead stages and lead sources](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/XxuJ22OBFTI-how-to-create-lead-stages-and-lead-sources.md) (Video) 14. [How to manage staff roles and privileges](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges.md) (Video) 15. [Creating Shareable and Embedded Forms on Bookee](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee.md) (Video) 16. [Creating an Automated Activity-Based Form on Kenko](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko.md) (Video) 17. [Customizing App and Website Settings: Design, Credits, Labels, and Embedding](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/0ERJFPL6MJI-customizing-app-and-website-settings-design-credits-labels-and-embedding.md) (Video) --- # VIDEO: How to create customer tags ## METADATA - id: NBNFPM8DXOZwNSdSeRmCWA - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=0 text: Tagging your contacts is one of the simplest and most powerful ways to organise your customer database on Kenko. - time: 00:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=6 text: Tags help you segment your audience, personalise communication, - time: 00:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=9 text: and quickly identify groups of customers based on their behavior, experience level, or special attributes. - time: 00:16 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=16 text: Let's take a look at how to set this up. - time: 00:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=19 text: Head to General Settings. - time: 00:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=22 text: Click on Customers. - time: 00:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=28 text: And scroll down to the Custom Tags section. - time: 00:31 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=31 text: Here, you can create your own tags and assign them to customers. - time: 00:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=35 text: For example, you might create tags like Beginner, Intermediate, and Advanced to track clients based on their Pilates - time: 00:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=41 text: experience. - time: 00:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=43 text: Or add tags like Student, VIP, or Corporate so you can easily filter and target these groups when sending marketing - time: 00:49 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=49 text: campaigns. - time: 00:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=50 text: To create a tag, click Add Custom Tag. - time: 00:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=53 text: Type in the tag name, choose a colour to make it easy to spot. - time: 00:59 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=59 text: And click Add Tag. - time: 01:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=64 text: You can also edit tag names and colours anytime by clicking Edit or delete tags you no longer need. - time: 01:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=70 text: Once created, you can assign these tags manually, or use the Journeys feature to assign them automatically based on specific - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=77 text: conditions. - time: 01:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=82 text: Below this, you'll see System Tags. - time: 01:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=85 text: These are automatically created and assigned by Kenko based on customer activity or status. - time: 01:31 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=91 text: The system tags include - time: 01:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=93 text: Unpaid Dues, added when a customer has outstanding payments. - time: 01:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=98 text: Active Membership, added when a customer has an active subscription or credit pack. - time: 01:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=103 text: Paused Membership, added when a membership is on hold. - time: 01:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=107 text: First Visit, added for customers attending their very first session. - time: 01:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=111 text: Unsigned Document, added when a required waiver or agreement hasn’t been signed. - time: 01:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=116 text: Child Account, added when the profile belongs to a child account. - time: 02:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=120 text: These system tags work behind the scenes to help you instantly identify key customer segments without any manual effort. - time: 02:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=127 text: And that's it. - time: 02:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=129 text: With custom tags and system tags working together, you can keep your customer list organised, personalise your communication, - time: 02:15 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags?start_time=135 text: and run more targeted effective marketing campaigns. ## SUMMARY # Organizing Your Customer Database with Tags on Kenko Tagging your contacts is one of the simplest and most powerful ways to organize your customer database on Kenko. Tags help you segment your audience, personalize communication, and quickly identify groups of customers based on their behavior, experience level, or special attributes. ## Setting Up Tags 1. Head to **General Settings**. 2. Click on **Customers**. 3. Scroll down to the **Custom Tags** section. Here, you can create your own tags and assign them to customers. For example, you might create tags like _Beginner_, _Intermediate_, and _Advanced_ to track clients based on their Pilates experience. Or add tags like _Student_, _VIP_, or _Corporate_ so you can easily filter and target these groups when sending marketing campaigns. ## Creating and Managing Tags 1. To create a tag, click **Add Custom Tag**. 2. Type in the tag name, choose a color to make it easy to spot, and click **Add Tag**. 3. You can also edit tag names and colors anytime by clicking **Edit** , or delete tags you no longer need. Once created, you can assign these tags manually, or use the **Journeys** feature to assign them automatically based on specific conditions. ## Understanding System Tags Below this, you'll see **System Tags**. These are automatically created and assigned by Kenko based on customer activity or status. The system tags include: - **Unpaid dues** : Added when a customer has outstanding payments. - **Active membership** : Added when a customer has an active subscription or credit pack. - **Paused membership** : Added when a membership is on hold. - **First visit** : Added for attending their very first session. - **Signed Document** : Added when a required waiver or agreement hasn't been signed. - **Child Account** : Added when the profile belongs to a child account. These system tags work behind the scenes to help you instantly identify key customer segments without any manual effort. ## Conclusion With custom tags and system tags working together, you can keep your customer list organized, personalize your communication, and run more targeted, effective marketing campaigns.