Custom Tag Icons and Tag Ordering
in progress
Adam Smith
Tags can now use custom images and be arranged in the order that works best for your business.
Manage tags under
Admin > Business Settings > Clients
, in the Tags
section.Upload Custom Tag Icons
When creating or editing a tag, you can select one of the existing icons or upload your own PNG or JPEG image.
Uploaded images display anywhere the tag appears, including:
- Client, pet, staff, and visit profiles
- Schedules and My Schedule
- Reports and search results
- The Precise Petcare mobile app
For the best results, upload a square image with the subject centered. Images that are very wide or tall must be fitted into a square tag icon and may appear unusually small or awkward.
Custom tags are supported by mobile app versions released in
March 2026 or later
. Most users should already have a compatible version, but custom icons may not display properly for anyone still using an older version of the app. Those users should update through the App Store or Google Play.Choose the Order of Your Tags
Tags can be dragged into your preferred order in the Tags section. Tag selectors throughout the system follow that order, so frequently used or important tags can be placed at the top instead of being difficult to find in a longer list.
Remove Tags
Tags that are no longer needed can now be removed from the tag library. Removing or reordering a tag does not cause the remaining tags to become associated with the wrong clients, pets, staff, or visits.
Existing tag labels, visibility settings, Active or Inactive status, and individually customized tag labels continue to work as before.
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Susan Gary
Looking forward to this!
Adam Smith
Susan Gary: You can turn this on right now in PPC Labs.
Fiona
I've moved some tags around but they're not showing as reordered on the client profiles.
Adam Smith
Fiona: Tags in profiles will always be in the order they were added. You would need to edit the profile to change that order.
Fiona
Adam Smith Oh I misunderstood. This would have been fantastic had it worked that way. Thanks
L
Lisa Myers
Adam Smith Can this be expanded to update all the profiles when we reorder the main list? That's really where the need is
Adam Smith
In next week's update the order you set in the Business Options will be applied everywhere else.
L
Lisa Myers
Adam Smith it works!!!! THANK YOU!!!
Adam Smith
Lisa Myers: We found that having all tags automatically follow the master order from
Business Settings
created an issue for some businesses that use tags to represent numeric door codes. In those cases, changing the tag order could unintentionally change the displayed door code.Because of that, we've restored the default behavior so tags follow the order set on each individual item.
We've also added an option for businesses that prefer a consistent system-wide order. If you'd like your tags to display the way they did previously, go to the
Tags
settings under Business Settings
and enable the option to Use Master Tag Order Below
. Once enabled, your tags will follow the master order you've configured there.Steve Bambace
Hi Adam,
I went into the Tag area and don't see anything different (reorder, delete, etc) Please advise
Adam Smith
Steve Bambace: You turned it on in Labs?
Steve Bambace
Adam Smith Yes, I didn't see that earlier. Thank you!
Adam Smith
updated the status to
in progress
Now available in PPC Labs
Adam Smith
Merged in a post:
Tags Overhaul
Jessyca Nagorski
Initial request: Allow tags to use conditional logic, ie only show this tag on the first visit, last visit, Monday visits, visits of a certain type, visits in a certain time block, visits that include a certain pet, etc.
Plus ideas from merged posts and comments below.
Adam Smith
Merged in a post:
Ability to Reorder Tags Once Assigned to Clients
S
Sunshine Gentile
We heavily utilize tags, but they don't always need assigned to clients all at once, so over time they may not be in the order of most to least important. It would be great to be able to easily reorder them, so the most important ones show up at the top of the list for that particular client.
Adam Smith
Merged in a post:
Tags linked to checklist items or client fields
Taylor Zipay
For example, we have a checklist item to water plants. It would be great to link a tag (🪴 or whathaveyou) directly to that so it's immediately visible to pet sitters.
For client fields, for example, we have clients with codes or lock boxes. If the field is populated, the tag with the input could be shown. This example is extra pertinent because our clients love to do LAST MINUTE updates that are easy to miss. Or a key number, who gets meds, etc. All things that would be incredibly useful to have at our fingertips without having to make multiple edits.
Adam Smith
Merged in a post:
Customizing Tags for Client Profiles
Shira Winitzky
We need various client tags for some upcoming partnerships and projects we are doing and the current tags are very limiting. Can we have tag options to upload our own, as well as have Houses, Airbnbs, Event Location, Apartments, Hotels, Groomers, Vets, Restaurants, Business etc. Thank you!
Shannon Centola
I would love if we could update tags and specifically would love a this tag 🔐 For Lockbox
Adam Smith
Merged in a post:
Ability to Rearrange Order of Tags
S
Sunshine Gentile
We heavily utilize the tags for client and pet profiles, and as our system grows, we add new tags all the time. It takes a lot of time searching through the tags for the ones we need. It would save us so much time if we could rearrange the order of them so that the ones we use most show up at the top of the list and the ones we use less frequently are at the bottom.
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