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. 

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. 

Tags live in the Message Center of Time To Pet. 

Tags - Message Center

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" or "Staff" tab, or the by clicking directly on "Create Tag".

When creating a 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 see tags but only when logged in to the dashboard.

Add Tag - Name and Color

Adding Message Tags To Messages

Adding Message Tags For Client Messages

Tags can be added to messages directly on a client's profile. When viewing the "Conversation Feed" for your client, look for the "Add Tag" button on each message.

Adding Tags To Messages On Client Profile

After clicking "Add Tag" you can choose from your existing tags or create a "New Tag". 

Assigning Message Tag To Message

Adding Message Tags For Staff Messages

Tags can be added to messages directly on a staff member's profile. When viewing the "Conversation Feed" for your staff member on their profile, look for the "Add Tag" button on each message.

Viewing Message Tags

After tagging some messages, you can view those grouped by tag by clicking on the specific tag in the sidebar of your Message Center. As a reminder, tags are only visible on the dashboard and are never shown to clients. Staff members can see tags but only when logged in to the dashboard.

You can view tags for clients in the "Clients" tab of the Message Center

Here are our messages tagged as "Praise". 

View Tagged Message In Message Center

You can view tags for staff in the "Staff" (or "Users") tab of the Message Center.

Message Center Staff Tags

Editing Or Removing Message Tags

You can edit the tag assigned to a message by clicking directly on the tag. If you ever need to remove a tag from a message, just hover over the tag on the message and click the "X".

Removing Tag From Message

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