Tags are colored labels you define once and apply to bookings and customers. Use them to segment your business, for example by market (corporate vs retail), acquisition type (walk in, call in, agency), or occasion (birthday party), then filter lists and email audiences by them.
Getting started
Navigate to Settings > Custom fields and tags from the sidebar and open the Tags tab.
How it works
Each location has one tag library. A tag has a name, an optional description, and a color, and the same tag can be applied to bookings and to customers independently. Wherever a tag appears in the console, it shows in its library color.
Tags on bookings answer questions like "which of today's slots are corporate". Tags on customers follow the person across visits and can drive email audiences. An automation setting per tag can connect the two, so tagging a booking also tags everyone on it.
Step-by-step guide
Create a tag
- On the Tags tab, click Create tag
- Enter a Name (up to 100 characters, unique per location)
- Optionally add a Description and pick a Color from the swatches or the color picker
- In the Automation section, decide whether to turn on Tag a booking's customers automatically and Apply to online bookings automatically
- Click Create
Tip: if you create a tag with the same name as an archived one, the archived tag comes back instead, keeping its history everywhere it was applied.
Edit a tag
- Click a tag row (or open its row menu and choose Edit)
- Change the name, description, color, or automation settings
- Click Update
Renaming a tag renames it instantly everywhere it is displayed.
Archive and restore a tag
- Open the tag's row menu and choose Archive
- Confirm in the dialog
Bookings and customers keep an archived tag (shown dimmed), it just leaves the pickers so it cannot be applied again. To bring it back, turn on the Show archived filter, open the row menu, and choose Restore.
Find tags in the list
Use the Name filter to search, the Show archived toggle to include archived tags, and the per page selector to change how many rows you see. If your role can download data, the cloud icon next to the results count exports the full list as a CSV file.
Apply tags to a booking
Open any booking and find the Tags section in the booking drawer. Click Add tag to pick from the library, or click the x on a chip to remove it. You can also apply tags from the event tracker: the pre-event and post-event notes sections include the same Tags row with an Add tag picker, and the session's tags show on the review step and the session detail page.
Bookings with tags show small colored dots on the list view, the kanban board, and the resource calendar. The list view also has a Tags filter.
Apply tags to a customer
Open a customer profile from Customers and go to the Notes/tags tab. Click Add tag, then pick a tag from the list or type a new name and press enter to create it in the library on the spot. Click the x on a chip to remove a tag from the customer.
Automation: tagging a booking's customers
When a tag has Tag a booking's customers automatically turned on, applying it to a booking also applies it to every customer on that booking: the person who booked plus everyone who checked in with a waiver. People who check in later are tagged when the event session is submitted in the event tracker.
Two things to know about this automation. Removing the tag from the booking does not remove it from the customers. And email audiences that filter by the tag will include those customers, so mass emails can be affected.
Automation: tagging online bookings
When a tag has Apply to online bookings automatically turned on, every booking made through your booking site gets the tag the moment it is created. Bookings created by staff from inside the console are not affected. If the booking's payment fails, the tag is removed along with the booking.
The two automation switches combine: a tag with both turned on tags each online booking and its customer at the same time. Use this to build segments like "booked online" without anyone lifting a finger, then filter the bookings list, build email audiences, or chart the segment on a dashboard.
Good to know
- Tag names are unique per location and ignore capitalization, so "VIP" and "vip" are the same tag.
- Renaming a tag changes what saved email audiences match: an audience filtering by the old name stops matching until you update it.
- Adding and removing tags on bookings needs the Add and manage notes and tags on bookings permission, or permission to update bookings or time slots. The built-in Admin, Manager, and Game master roles have it, and staff without it see a booking's tags without the Add tag picker or the x on each chip. Managing the library follows the same permission as custom fields; see Custom roles and permissions.
- Tags are per location. Switching locations shows that location's library.
- There is no limit on how many tags a booking or customer can carry; list views show the first few dots with a +N counter.
- Tags have their own data source on dashboards: add a chart widget with the Tags source to see bookings or customers broken down by tag.
- Customer tags can come over from a previous system: a Customers file in data migration can include a Tags column. Tags that are not in the location's library yet are added to it.
FAQ
Q: What is the difference between tagging a booking and tagging a customer?
A: A booking tag describes that one reservation, for example "corporate" or "walk in". A customer tag follows the person across all visits. Use the automation switch when a booking tag should also mark the people on it.
Q: Can I email everyone with a certain tag?
A: Yes. When building an email audience, filter by tags and choose has any of, has all of, or has none of. This matches customer tags, including ones applied through the booking automation.
Q: What happens to my reports and filters if I delete a tag?
A: Tags are archived, never deleted. Archived tags stay visible on the bookings and customers that carry them, and re-creating the same name restores the tag with its full history.