Adding Tags to Shipments and Creating them

1. Tags are a useful way to communicate to your team that a specific shipment or appointment needs their attention. Common tags are:

   1. urgent

   2. damaged

   3. needs review

   4. special equipment requirements

   However, they are very flexible and customers use them in many creative ways.

2. To add a tag, click the Tags drop down on the Appointment Details page.

3. Select the tag(s) you want, then click Save.

   You can select more than one tag for each shipment.

4. Tags can be created on the fly by clicking Manage tags on the drop down.

   Only admin level users can create new tags. To learn more about users, read our article User Permissions.

5. And going to the tags section of the settings page.

6. To create a new tag, simply click add tag.

7. Then fill out the details and click Save.

Frequently Asked Questions