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      How to use Tags

      Learn to create and apply tags to easily identify and segment guests, streamlining workflows and enhancing the guest experience.

      Tag Settings

      You'll find Tag Settings within the main menu under "Settings."

       

      Default Tags & Custom Tag Creation

      You'll discover a set of default tags ready for use. This is also where you can create your own custom tags to categorize bookings, profiles, and notes.

      To create a custom tag:

      1. Click "+ New Tag" in the top right corner.
      2. Enter the "Name" and a "Short Name" for the tag.
      3. Choose a color using the color picker or select from the available options.
      4. Select the "Purpose" of the tag. "All tag types" makes the tag available across all sections.
      5. Enable or disable the tag after creation.
      6. Click on Save to complete your set up.

       

      Utilizing Tags Across Various Scenarios

      The available uses for the Tag function are clearly outlined within the Settings during the custom tag creation process. These use cases encompass various operational workflows.

       

      1. To apply a tag to a specific BOOKING:

      • Ener the desired reservation within the system.
      • Click on the "More" button situated in the top right corner of the reservation details.
      • Select "Edit Tags" from the available options."
      • Select the tag you wish to assign to the specific reservation. You have the option to apply multiple tags to a single reservation if needed.

      Attached tags are visible on the Booking List page, offering hotel staff valuable insights regarding each specific reservation.

      Additionally, you can utilize the Filter Function to sort and view all bookings that share a particular tag.

       


      2. To apply a tag to a specific DOKUMENT:

      • Access the desired reservation within the system.
      • Click on the three dots next to the billing document line item.
      • Select "Edit Tags" and choose one or multiple tags to apply.

       

      3. To apply a tag to a specific GUEST:

      • Access the desired reservation within the system.
      • Click on the guest's name to open their profile.
      • Click the "+" symbol to attach one or more tags to this guest profile.




      4. To apply a tag to a specific PRODUCT:

      1. Navigate to the "Settings" menu and select "Products."

      2. Choose the product you wish to tag.

      3. Click on the "Amend" button to edit the product details.

      4. Set one or multiple tags for the selected product and save your changes.

       

      5. To apply a tag to a specific RATE PLAN:

      1. Navigate to the "Settings" menu and select "Rate Palns."

      2. Choose the Rate Plan you wish to tag.

      3. Click on the "Amend" button to edit the Rate Plan details.

      4. Set one or multiple tags for the selected Rate Plan and save your changes.

       

      6. To apply a tag to a specific GROUP BOOKING:

      • Enter the desired reservation within the system.
      • Click on the "More" button situated in the top right corner of the reservation details.
      • Select "Edit Tags" from the available options."
      • Select the tag you wish to assign to the specific reservation. You have the option to apply multiple tags to a single reservation if needed.

       

      7. To apply a tag to a specific NOTE:

      • Enter the desired reservation within the system.
      • click on "create New " on the Note penal in order to tag a new note or view the existing Note
      • Set one or multiple tags for the Note and save your changes

       

      8. To apply a tag to a specific EMAIL TEMPLATE:

      1. Navigate to the "Messages" menu and select "Notification Center."

      2. Choose the Template you wish to tag.

      3. Set one or multiple tags for the selected Template and save your changes.