Customer tags help your team group customers in a way that matches how your business works. Use them for practical labels such as VIP, Regular, Lead, or any other customer segment your team wants to recognise quickly.
Tags appear on customer profiles and in the customer list. They also have their own management page where you can review, search, sort, edit, and delete tags.
Where to create a customer tag
You can create customer tags from several places:
- Customer Tags page using Add Customer Tag or New customer tag
- Customers page while assigning a tag to a customer
- Add Customer sheet while creating a new customer
- customer detail sheet while editing Customer Tags
The main tag creation sheet is titled Create Customer Tag.
What you enter
When creating a tag, choose:
| Field | Purpose |
|---|---|
| Name | The label your team will see, such as VIP or Lead |
| Color | The visual colour used for the tag in the dashboard |
Speako prevents duplicate tag names and names that would conflict with an existing tag. If a name already exists, you will be asked to choose a different one.
Choosing useful tag names
Good tags are short, clear, and reusable. They should describe a group of customers, not a one-off situation.
Useful examples:
- VIP
- Regular
- Lead
- Prefers SMS
- Event Client
Less useful examples:
- Call back tomorrow at 3
- Was unhappy about table 7
- Asked about July birthday booking
Those one-off details usually belong in customer notes instead.
💡 Tip: Agree on a small set of shared tags with your team. Too many similar tags make the customer list harder to scan.
Tag limits and conflicts
Customer tags are shared across the workspace's customer area. Speako treats very similar tag names as conflicts, so names that only differ by punctuation or spacing may not be accepted as separate tags.
If Speako says a tag already exists or conflicts with another tag, choose a clearer name rather than trying small punctuation changes.
After creating a tag
Once created, the tag can be assigned to customers from the customer list, the customer profile, or the add-customer flow. The Customer Tags page also shows how many customers currently use each tag and previews some of the tagged customers.