Applying Client Labels on Scheduler App

Client labels in MyTime allow you to classify, organize, and filter your clients for easier management and targeted marketing. A label is a custom tag you can assign to client profiles—such as “VIP,” “Top Client,” or “Follow-up”—to group clients based on shared characteristics or behaviors. This article will walk through the process of applying labels to client profiles on the scheduler app.

Things to Know:

• The ability to create and apply labels is controlled by the "Accessing Client Records" access control setting.
• You can assign multiple labels to a client
• When a label is applied to a client’s profile, it will appear below the client’s name on both the appointment modal and in POS.

To apply client labels:

1. Log in to the Scheduler app. Learn more here

2. You will be taken to the Schedule screen by default

3. Tap 'Clients' at the bottom of the screen 

4. Search for the client by name, or select them from the client list.

5. Open the client’s profile and navigate to the Labels section

6. Tap '+ Label'

7. In the 'Add label to this client' search field, view the list of predefined labels

8. Select the label you want to apply 

9. The selected label will appear below the search field

10. To add more labels, tap the search field again and select additional labels

11. Tap 'Save' at the top of the screen

12. The saved labels will now appear in the 'Labels' section on the client’s profile.

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

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