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Tag and Categorize Properties

How to add and remove tags on a property to group your service locations.

Ava Martinez
Written by Ava MartinezUpdated 6 days ago2 min readBeginner

What this guide covers

Tags are short labels you add to a property, such as "VIP" or "Snow removal", to group locations beyond their property type.

Add a tag

  1. Open the property.
  2. In the sidebar, open the Details tab.
  3. Under Tags, click Add Tag, type the tag and press Enter.

The tag saves right away. A property can have as many tags as you need.

Screenshot: The Tags section on the property Details tab with two tags and a new one being typed.

If you are in the middle of editing the property (after clicking Edit), tag changes are saved when you click Save, together with your other changes.

Remove a tag

Point to the tag and click its X. The change saves right away. Removing a tag from one property doesn't affect other properties.

Tag changes show in the property's activity log.

Common tag examples

Tip: Keep your tag list short and consistent. A handful of tags your whole team uses is more useful than dozens.

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