Message Tags
Message Tags give Admins and Office Managers the ability to tag important messages from clients or staff members so they can easily be organized and found at a later point. Message Tags are available both on the main Conversation Feed as well as the Private Message feed.
IN THIS ARTICLE
Common Use Cases
Clients may be asking about their invoice, requesting a last-minute event, or sharing praise for the staff members. Staff may send messages related to their onboarding, time off, or questions related to clients or events they are scheduled for. Admins may also reach out to staff members regarding their availability for pending requests or may check in with clients on concerns, profile updates, and more.
Tags live in the Message Center of Time To Pet.
Creating Message Tags
Message Tags can be created by Admins or Office Managers right in the Message Center under the "Clients" tab or the "Users"/"Staff" tab or by clicking directly on "Add Tag", which can be found on a client's message underneath their name and the date and time the message was sent.
When adding a tag to a client's message, you will have the option to create a new one at the bottom of the current tag list. Once you click "New Tag", you can set the name and choose a color for your tag. Tags are only visible on the dashboard and are never shown to your clients. Staff members can also see tags, but only when they are logged into their Staff Dashboard.
Adding Message Tags To Messages
Adding Message Tags To Client Messages
Tags can be added to messages directly on a client's profile or from the Messages Center. When viewing the Conversation Feed for your client or viewing their message within the Client tab of the Message Center, look for the "Add Tag" button on each message.
After clicking "Add Tag" you can choose from your existing tags or create a "New Tag."
Note: There is no limit to the number of tags you can add to a message, so you can add as many as you need to keep things super organized!
Adding Message Tags To Staff Messages
Tags can be added to messages directly on a staff member's profile or from the Messages Center. When viewing the Conversation Feed for your staff member on their profile or viewing their message within the Staff tab of the Message Center, look for the "Add Tag" button on each message.
Note: There is no limit to the number of tags you can add to a message, so you can add as many as you need to keep things super organized!
Viewing Message Tags
After tagging some messages, you can view those grouped by tag by filtering for that specific tag (or tags!) in the Clients tab of the Message Center. To filter by your message tags, click the "No Filters Applied" button to open up the "Message Filters" window.
The "Message Filters" window will allow you to search by a variety of filters, but "Message Tags" can be found toward the bottom. Choose the tags you want to filter from the dropdown menu and choose "Apply Filters" when you're ready. All of your company's existing tags can be viewed here.
All messages that have been tagged with any of the selected tags will appear below and the filters you selected will appear in a row above them. Here are our messages tagged for "Service Request":
Note: As a reminder, tags are only visible on the Staff Dashboard and are never shown to clients. Staff members can see tags but only when logged in to their Staff Dashboard.
You can view tags for staff from the "Tags" dropdown menu of the "Message Filters" window in the "Staff" (or "Users") tab of the Message Center.
Editing Or Removing Message Tags
Tags cannot be directly edited from the Message Center. Instead, you can navigate to the Settings > Company Settings > Messaging section of your account to edit the client and staff tags your company uses.
To edit a tag, choose a category from "Client Tags," "Staff Tags," or "Private Message Tags" (if your company has Private Messaging enabled). The complete list of tags for that category will populate to the right. Locate the tag you want to edit from the list and click the "Edit" button:
This will open up a new window that will allow you to change the name or color of the tag. As soon as you save your changes, they will be applied to all messages assigned that tag. You can also delete the tag from here, as well.
To remove a tag from a message, just hover over the tag on the message and click "Remove." This can be done from the Clients or Staff tab in the Message Center or from the conversation feed on a client or staff member's profile.
Advanced Tag Use
Tags can be a very powerful tool, especially for companies that have multiple Administrators or Office Managers managing the Message Center. With the option to add multiple tags to a single message and extensive filtering options, you can keep track of and quickly find the messages you need. You can even set up automatic tags for all new incoming and outgoing messages to save you and your Admin team time and ensure that everything stays in order.
Tags can be created for items that need action, such as profile updates, scheduling, or billing issues. Some companies create Tags with Admin or Office Managers’ names, signaling that there is a message they should see specifically. After they have read it or acted on it, they remove the tag from that specific message.
For more information on configuring automatic tags for your company, see our article on Messaging Settings.