Flags

Flags are attributes you can apply to a customer to record past behavior and alert staff about potential issues — or to simply mark that a person should not be booked again.

All a flag needs is a Name. You can configure the list as needed in Settings > Customers > Flags.

Categorization

Flags optionally support categories using the : character as a separator. For example, Behavior: Anger Issues and Behavior: Disrespectful will be grouped together in the UI:

Behavior
└─ Anger Issues
└─ Disrespectful

Categories are not required, but are recommended if you have a large number of flags.

Applying Flags to Customers

You can manage a customer’s flags from their profile or from the Safety Panel during a session. Each flag can have an optional text note explaining why it was applied (e.g. “No-showed twice in March”).

Multiple flags can be applied to the same customer and they are displayed as visual indicators on the customer record, grouped by category. In multi-studio environments, flags are shared across all studios — a flag applied at one location is visible at every location.

Safety Panel

When a customer has active flags, the Safety Panel on their session automatically expands to make sure staff see the information before beginning work.

Security

The permissions for creating and editing the flags list are controlled by the Customer Config permission set. Applying flags to a customer requires write:customer permission. See Permissions for details.