Tag a customer when you want your team to recognise a customer group at a glance. Tags are useful for customer segments such as VIP, Regular, Lead, or other labels your business uses consistently.

You can tag a customer while creating them, from the customer list, or from the customer profile.

Tagging from the customer list

On the Customers page, find the customer row and look at the Tags column.

If the customer already has tags, you can use the small plus button beside the existing tags to add or adjust tags. If the customer has no tags, use Add tag.

The tag selector lets you search existing tags, select one or more tags, and save the selection. In multi-select mode, Speako shows a save button like Save (2 selected) so you can confirm the tags together.

Tagging from the customer profile

Open the customer profile and go to the Details tab. In the Customer Tags section, use the plus button to open the tag selector.

This is the safer place to tag a customer when you also need to check their name, email, phone number, or notes before making changes.

Creating a tag while tagging

If the right tag does not exist, use Create New Tag from the selector. Speako opens the tag creation sheet so you can choose a name and colour.

After creating the tag, you can assign it to the customer from the same flow.

💡 Tip: Create a new tag only when it will be useful for more than one customer. If the information is only about this one customer, use Notes instead.

Removing a tag from a customer

Open the tag selector again and remove the tag from the customer's selection, then save. Removing a tag from a customer does not delete the tag itself; it only removes that label from that customer.

Deleting the tag itself is different. If you delete a customer tag from tag management, Speako removes that tag from customers that had it.

Best practices

Use tags to answer practical team questions:

  • Which customers should get extra attention?
  • Which customers are leads rather than regular customers?
  • Which customers belong to a known group?
  • Which customers have a preference your team often needs to see quickly?

Avoid using tags for sensitive or overly personal information. Tags are highly visible in the customer list, so they should be professional and easy for your whole team to understand.