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How To Use and Organise Tags in Lupa

This guide walks you through how to create, use, and organise tags to keep your records tidy and easy to navigate!

Updated over 5 months ago

1) Head to Settings
Scroll down until you see Tags, then click on it.


2) Create a New Tag
Enter your desired tag name and a short description, then click Create Tag to save it.


3) View and Filter Tags
You can view your tags by their descriptions and filter them by category to keep things organised.


4) Deleting a Tag
To remove a tag, simply hover over it and click the X icon.


Once you’ve tagged your clients or pets, you can filter by tags almost anywhere in Lupa:

  • Clients & Pets pages – Use the tag filter to quickly find specific groups

  • Appointments – Filter by tags to view bookings that need special attention


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