Add/Remove Tag Automation Based on Last visit Closed

This guide will walk you through creating an automation for adding and removing a client tag based on when they have last closed out a visit.

Go to the “Automations” tab.

Click on “Create New Automation” and select Add or Remove Tag from the drop down list.

Click the edit icon.

Select “Has not closed out a visit in” from the drop down.

Select between days, weeks or months for the time frame.

Enter a value for the duration.

Click on “done editing”.

Edit the settings for “What”.

Select Add or Remove Tag from the drop down.

Select the tag to add or remove once the automation has been triggered.

Confirm that editing is finished.

Save the changes made.

In this guide, you learned how to create an automation to add or remove client tags based on when they last closed out a visit.