Client tag through automation 2.0

Question

I would like to be able to add and remove client tags using automations. I categorize my contacts into Lead Only vs Booked Client (returning clients get special offers and discounts so I need this at the contact level for my marketing), and it would be great if signing a contract or paying an invoice could update the tags. I see the ability to update Project Tag from automation but not Client Tag - did I miss it somewhere?

Best answer by Matthew Eriksen

Hi @SWatson I actually came to the community to post this, then saw yours here. I created this feature request, would you mind upvoting so your voice is heard, too?

Matthew Eriksen · Accepted Answer

Hi ​@SWatsonI actually came to the community to post this, then saw yours here. I created this feature request, would you mind upvoting so your voice is heard, too?

Alicia Bauer · Answer

​@SWatson -You're not missing anything, at this time, automations in HoneyBook only allow you to update Project Tags, not Client Tags. I agree that having the ability to automatically update Client Tags based on actions like signing a contract or submitting a payment would be incredibly useful, especially for segmenting your marketing efforts.You could add a step in your automation to create a task for you to manually add the tag. I realize this isn’t automated but could be a workaround in the meantime.I'd recommend submitting this as a feature request in the Ideas section of the community if you haven’t already. It’s a great suggestion that could benefit a lot of users!

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