Customer tags let you categorize your buyers. It is up to you how you want to organize them. You can either apply the customer tag directly to a customer or add it to the order.

NOTE: Customer tags will be automatically added to an order once you’ve applied them to a customer. For past orders, you’ll need to click the order or orders and apply a customer tag one by one or in bulk.

1. Go to your customers page.

2. Select a customer.

3. Click “Add Tags”

4. Select a tag and hit ‘Save’.

5. You have now added a customer tag.

Click the “Show Columns” button on the Orders Page and check “Tags” to show the Tags column. By default, this column is hidden.

1. Click the Filters (funnel) icon in the upper right corner of the Orders Page.

2. Check the boxes for the Tags you wish to filter for and click “Apply.”

ORDERS

REPORTS