How to Add or Remove Client Tag via Automation Based on Last Visit

In this guide, you will learn how to automate the process of adding or removing client tags based on their last completed visit.

Navigate to the “Automations” tab.

Select “Add or Remove Tag” from the Create New Automation drop down.

Customize the “When?” setting by clicking on the edit icon.

From the drop down list, select “has not closed out a visit in” option.

Choose a time frame. You can select from days, weeks or months.

Enter the value.

Complete the editing process by clicking on the “done editing” link.

Customize the “What?” setting by clicking on the edit icon.

Select to add tags or remove tags.

Select the tags to be added from the drop down.

Complete the editing process by clicking on the “done editing” link.

Save the automation.

This guide covered the process of creating an automation to add or remove client tags based on the user’s last visit.