The New Dispatch Board - Add/Remove Tags

The New Dispatch Board allows you to add or remove tags in bulk to your Client Accounts. This may be helpful if you run specials where tags are used to track specific services or trigger certain automations.

Warning: This feature is only available on the New Dispatch Board. It cannot be used on the old Dispatch Board (Scheduling > Dispatch Jobs).

To add or remove tags in bulk, follow these steps:

  1. Go to Scheduling > Dispatch Board (New).

    DB New.jpg

  2. Select the checkboxes for the Client(s) you want to add or remove tags from:

    Checkboxes.jpg 

  3. Hover over the Actions menu then select Add/Remove Tags.

    Actions Menu Selection.jpg

  4. The Add/Remove Tags overlay appears. Use the dropdown to select the tag(s) you want to add to the Client Accounts:

    Add and Remove Tags Overlay.jpg

    • a. Use the toggle to switch between adding and removing tags. Remove Toggle.jpg
    • b. Select the tag you want to add or remove from the dropdown.
    • c. Click the red X to clear your selection.
    • d. Click the grey Add Tag button if you need to create a new tag.
  5. When you're done, click the orange Add Tags button. A confirmation dialog appears informing you how many tags were modified on how many accounts.

    Confirmation.jpg

    Note: Tags added through the New Dispatch Board are added to each Client Account once. For example, if you have multiple services selected for the same Client and add a tag, the system will only add the tag to the Client's Account once.
Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?