Project scope & Product Design
Client tags
The Problem
Providers want a way to tag clients for important and scannable things like VIP, Often late, Chatty, etc. As we moved up market and medspas migrated from EMRs like BLVD and Zenoti, these features are ones that they expect in our product and are frustrated when it doesn’t exist.
A provider that migrated from BLVD became escalated and asked to churn citing lack of tags as one reason why. The chief product officer asked me to design something quick to show them and try to save them, which ultimately, worked.
The result
This project started with design whipped up for a client call in fall 2025. In January 2025, this got selected for Q1 implementation to close a feature gap for operating medspas.
I worked with the product manager to define requirement and refined designs for edge cases. The design goal was to keep the management of tags close to the feature so we don’t have to add another step with settings - we were looking for notion- type management. Ultimately, we were able to get an enterprise grade feature scoped to 4 weeks of development time.
