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:

• Global DB for clients must be enabled on the parent account. 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.
• Global client labels can only be created at the parent level
• 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.
• By default, global client labels are sorted in alphanumeric order. This means that symbols precede numbers, and numbers precede letters
• 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

Creating Global Clients Labels

At the parent level:

1. Go to the Clients tab
2. Expand the Manage Clients menu
3. Select Manage Labels                                                                                                                                                                 
4. Click on the "Select, add a new, or delete" box
5. Type the label name in the field
6. Hit enter to create the label
7. Select the clients you'd like to apply the label to
8. Click "Apply" to apply the label to selected clients

9. You'll now see the label in your client list next to the selected clients, marked with the global icon

Once you have created the labels and applied them to your clients, you have the option to filter the clients on the Clients tab by specific label(s) or all labels. To do so, click on the dropdown arrow in the Select Labels dropdown menu and check the boxes beside the label(s) you would like to filter your client list by.

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