Create a New Label

Add a New Label

A label is a brief description that users can create to let other users know what is happening regarding an inquiry, estimate or booking.

Labels can be for example:

  • To follow
  • Service no longer required
  • Left a message

This lets other users know if the customer has been contacted and the outcome of the contact.

To create a new label:

  1. Navigate to Labels under General Settings
  2. Click on New Label
  3. Give a title for the label 
  4. Save

You can also add a new label on an inquiry or a booking form by clicking on Add Label, or choose a label that you already created and click and Apply:

Then your label will appear on your booking form or inquiry:

 

To delete a label from a booking, estimate, or an inquiry click on Add Label and deselect the label.

Scroll to top