Global Client Labels

Global client labels are tailored to classify and organize your clients at the parent level. These labels enable you to filter your client list to view clients with specific labels and send emails and targeted campaigns to specific groups of clients. In this article, we will guide you through the steps to create and apply global client labels.

Things to Know:

• The global database for clients must be enabled on the parent and child accounts. This is controlled by a hidden setting that can only be enabled by the MyTime team. Please contact our support team at support@mytime.com.
• The ability to create and apply labels is controlled by the "Accessing Client Records" access control setting.
• Global client labels can only be created at the parent level
• Global labels can be used to:
  • Filter your client list to show only clients with selected labels
  • View labels directly from the client list
  • Send marketing emails and campaigns to specific groups of clients
• Client labels are sorted alphanumerically by default:
  • Symbols appear before numbers
  • Numbers appear before letters
• Once a global client label is added at the parent level, it is automatically added to all child locations
• You can copy all labels from each child account to the parent account using a hidden setting. This feature can only be enabled by the MyTime team. To activate this setting, please contact our Support Team at support@mytime.com. Note that once this setting is enabled, it cannot be undone.
• If the hidden setting is disabled, you will be able to view labels created across all child accounts from the child level. However, once the setting is enabled, you will only see labels created at that specific child account and at the parent account.
• Global client labels will be marked with a globe icon to differentiate them from local labels. These labels are visible in various areas, including the clients tab, client profiles, appointment modal, marketing campaigns, and POS.
• You can create a label with the same name at both the parent and child levels. For example, if you create a label called "Member" at the parent level, you can also create another label named "Member" at the child account level.
• You can delete a global label at the parent level. However, if you attempt to delete a global label at the child level, a pop-up will appear with the following message: "A parent level label cannot be deleted by you."
• Merging clients will also merge their labels

Contents

• Creating and Applying New Labels
• Apply Predefined Labels
• Filtering by Label

Creating and Applying New Labels

From the parent level:

1. Go to the Clients tab
2. Expand the Manage Clients menu 
3. Select Manage Labels 
4. Click into the “Select, add a new, or delete” field 
5. Type the name of your new label and press Enter to create it 
6. Select the clients you'd like to apply this label to 
7. Click "Apply" to assign the label to the selected clients 

Apply Predefined Labels

MyTime includes several default labels for convenience: Follow-up, Friend, Top Client, and VIP. To apply one of these labels:

1. Go to the Clients tab
2. Expand the Manage Clients menu
3. Select Manage Label 
4. Click the dropdown arrow to view the list of predefined labels 
5. Select the label you want to apply 
6.  Choose the clients you’d like to assign the label to 
7. Click Apply 

Once applied, the label will appear next to the client’s name in the client list.

Filtering by Label

After applying labels, you can filter your client list to show only clients with specific labels:

1. In the Clients tab, click the dropdown arrow in the Select Labels filter box  
2. Choose one or more labels
3. Your list will now display only the clients associated with those labels 

For more information, contact us at support@mytime.com

Related Articles:

• Creating and Applying Client Labels
• Importing Client Labels
• Deleting Client Labels