📝 Overview
You can assign one or more required tags to a product so only customers who have those tags can complete checkout. This helps you control product access, such as allowing only approved or certified customers to purchase certain items.
📣 Need to create or manage tags first?
You can learn how to build and assign tags to customers in your system.
🛠️ Setup
Click the arrow to learn how to configure required tags for a product
Click the arrow to learn how to configure required tags for a product
Navigate to Cash Register > Products.
Open an existing product or click + Add Product to create a new one.
In the Required Tags field, select one or more customer tags that must be present for purchase.
Ensure those tags already exist and are assigned to the correct customers.
Save your changes.
🧑💻 Staff View (Admin Side)
Click the arrow to see what staff will see
Click the arrow to see what staff will see
If a staff member clicks Pay for a customer who does not have the required tag, a message appears indicating that the product requires one of the listed tags (for example, Approval for Child Care).
⚠️ Note: The staff member will need to add the tag to the customer’s profile before completing payment.
👤 Customer View (Customer Portal)
Click the arrow to see what customers will see
Click the arrow to see what customers will see
When a customer attempts to register online for a product that requires a tag, they will see a red message banner at the top of the registration page. This message indicates that one of the specified tags must be added before completing checkout.
⚠️ Note: Customers cannot add tags to their own profiles. A staff member must apply the required tag from the admin side before the customer can complete registration.
💡 Pro Tips
⚠️ Validate Tags Early – Make sure customer profiles are tagged before launch to avoid checkout errors.
🧠 Test Access Control – Try checkout as both a tagged and untagged user to confirm the settings work properly.
💬 Communicate Requirements – Add a note to the product description so customers know if special approval or a tag is needed.
⛔ Do Not Overuse Tags – Limit required tags to truly restricted products to prevent confusion.
📌 Keep Tags Updated – Periodically review and clean up tag lists to maintain accuracy.