Tags and categories
Tags & Categories is the catalog home for tags and several related pick-lists. Find it in the sidebar under Catalog & Setup. The Tags tab requires Growth or Pro (modules.tags).
If you have an old link or bookmark to Settings → My Lists, it redirects here.
Create and apply tags
- Open Tags & Categories and go to the Tags tab.
- Filter by entity type - Customers, Staff, Bookings, Products, Services, Support tickets, or Notes.
- Choose New tag…, name it, and save. Edit or archive tags you no longer need.
- Apply tags on customer profiles, bookings, notes, and other tagged records so list filters and segments stay accurate.
Use Restore default tags after onboarding if you want the vertical starter set back without removing custom work you still need.
Other tabs
The same page also holds:
| Tab | Purpose |
|---|---|
| Resource types | Types behind rooms and equipment |
| Service categories | Browse and report groupings for services |
| Item categories | Shop groupings for retail items |
| Capabilities | Staff capability types (see staff capabilities) |
| Health funds | Funds used on provider credentials and claims (see health funds) |
| Levels rubric | Score scale and labels for Flying School Levels grading (Growth/Pro) |
| Lesson types | Teaching modalities for syllabus lessons (Flight / Ground / Simulator, etc.) - see Levels |
| Document types | Types behind compliance documents, including expiry rules and granted capabilities |
| Booking Gates | Document or capability requirements that must be current before a booking is allowed |
Tabs appear only where your plan and business type use them.
Task categories used on the Tasks page are also managed here where your workspace defines them.