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How to Create and Use Tags

Discover how to create and assign tags to categorise bookings, guest profiles, and (billing) documents efficiently. By organising your data this way, you can streamline your daily operations and provide a more personalised experience for every guest.

 

TAGS

Once our account managers have completed the initial setup for your venue, you can begin personalising the system. One of the most useful custom features is the ability to create and apply Tags, allowing you to tailor the system specifically to your venue’s requirements.
After you have created your custom Tags, team members can apply them to bookings, payments or other billing documents, and guest profiles to streamline your workflows.
The Tags feature can be found in the main menu under Settings - Tag Settings.
You will discover a set of default tags ready for use. Here you can create your own custom tags.

 

CREATE a Tailored Tag for your PMS first:
To personalise your tags and ensure they are effective for your specific needs, you must first create them.

 

Create tags following the below steps: 

  • From the main menu choose Settings - Tags - + New Tag

  • Fill out the fields:

     

     

 

  1. Full Name – Enter a suitable name for the tag.

  2. Short Name – Enter an abbreviation of the full name.

  3. Choose Colour – Select a colour from the standard options.

  4. Custom Colour –  Use the colour picker to create a custom shade.

  5. Tag Types – Select the category to which the tag should apply. 

  6. Enable/Disable Toggle – Use this to set the tag as active or inactive; useful if you are not yet ready to use it.

  7. Click Save to confirm the creation of your tag.

 

💡Tip: Tags can be assigned to multiple types.
Selecting 'All tag types' enables the tag everywhere, which may not always be suitable. We recommend you to Attach Tags to specific Tag Types.

 

Benefits of Specific Tag Assignment:
Reduces Clutter: Team members only see relevant options, such as "Vegan" for guest profiles rather than payments.
Minimises Error: Prevents mistakes by ensuring staff only see tags applicable to the specific task.
Speeds up Entry: Filtered menus allow your team to find the right options in seconds.

 

Tags can be attached to:

  1. Bookings

  2. (Billing) Documents

  3. Guest (profiles)

  4. Products

  5. Rate Plans

  6. Group Bookings (Available in Q3 2026)

  7. Notes

  8. Email Templates

Please see the steps below on how to implement tags by Tag Type

 

1. Assign Tags to Bookings:


  • On the Booking page for the relevant booking, click the More button and select Edit Tags:




  • Select the Tag you wish to assign to the relevant booking. You may apply multiple tags to a single booking if required:

 

  • The assigned tags will be visible on the Booking page:
  • They will also appear in the Booking List:
  • Additionally, you can use the Filter Function on the Booking list to sort and view all bookings that share a specific tag:

 

2. Assign Tags to Billing Documents:

  • On the Booking Page of the relevant reservation, navigate to the Billing section.
  • Select the Document that needs a Tag - Click the 'More Actions' button (the three dots) behind the document and select Edit Tags:

  • In the pop-op screen that appears click the small arrow to open up the Tags List and select the desired Tag: 

 

  • Additionally you can add a Tag to the document directly as well (the result will be the same):
    Open the document by clicking on the eye symbol behind it:
  • And simply click on the 'Plus' sign on the left of the document ID:

 

  • In the pop up screen that appears Select one or multiple tags to apply:
  • Select the Tag applicable


 

3. Assign a tag to a Guest Profile:

  • On the booking page for the relevant booking, click on the Guest’s name to open their profile.

    *Additionally you can search a Guest Profile in the tab Profiles form the main menu:
  • When you have located the desired profile, open it by clicking on the eye symbol:

 

  • Click the plus symbol to attach one or more tags to this guest profile.

 

4. Assign a tag to a specific Product:

  • From the main menu go to Settings and select Products:


  • Choose the product you wish to tag and click on the pen icon/amend  button to edit the product details:

  • In the General tab, at the bottom of the page, set one or multiple tags for the selected product and Save your changes:

 

 

 

5. Assign a tag to a  Rate Plan:

  • From the main menu select Settings - Rate Plans:

 

  • Select the Rate Plan you wish to tag and click on the pen icon/amend button to edit the Rate Plan details:

 

  • Scroll down to the Tags Field:

  • Set one or multiple tags for the selected Rate Plan and Save your changes.

     

    6. Assign a tag to a Note:

    • On the booking page for the relevant booking go to the Note section and click on Create New to add a Note:
    • Create your note and select one or multiple tags and Save your changes:

     

    • To add a Tag to an existing Note view the Notes section by clicking on the Eye icon: 

     

    • Click on Edit  

    • Attach the Tag desired:

     

     

    8. Assign a tag to an Email Template:

     

    • From the main menu select Emails:

    • Choose the Template you wish to tag and open by clicking on the Pen icon/ Edit button:



    • At the bottom of the page set one or multiple tags and Save your changes.