Flags

Flags are warnings on a customer record: past behavior worth remembering next time, or a plain “do not book again.”

All a flag needs is a Name. Configure the list at Settings → Customers → Flags.

Categorization

Flags optionally support categories using the : character as a separator. For example, Behavior: Anger Issues and Behavior: Disrespectful are grouped under Behavior:

Behavior
└─ Anger Issues
└─ Disrespectful

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

Apply 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, grouped by category on their record. 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 expands on its own, so the warning is seen before work begins.

Flags and booking rules

A flag can also feed a booking rule: flags are one of the conditions a Block rule can match, combined with anything else in a rule’s scope — artists, services, times, customer history. Everyone carrying a chosen flag is blocked from booking whatever the rule covers online, and sees the message you write on the rule. From the calendar the rule warns instead of blocking: saving a booking it covers shows which rule is in the way, with its message, and you can book anyway.

At the Midnight Matinee

Most of the living clientele at the Midnight Matinee is perfectly well behaved; it’s the theater’s permanent residents who respond to certain guests, and more the later it gets. So the house keeps an Apparitional flag category: Apparitional: Heightened Activity for guests the building merely notices (a flag with a note, nothing enforced), and Apparitional: Poltergeist Response for the guests it performs around. That one feeds a Block rule, Poltergeist Cases Sit by Daylight: no starts from 4:00 PM through the 2:00 AM close, with no artist or service scope, so it covers every chair and the consultation table.

Permissions

Editing the flags list takes Customer Settings → Manage — included in the Manager role. Applying a flag to a customer takes Customers → Edit, which roles and skills alike include. See Roles & Permissions.