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Booking Management

Booking Tags

Label bookings with tags to categorize them and control automated behavior.

Tags are labels you can apply to bookings to categorize them and control how automated features behave. Unlike internal flags (which are system-managed), tags are customer-facing and operator-managed — your team applies and removes them directly from the booking detail view.

How Tags Work

Each booking has a set of tags stored as a list. Resytech provides a set of built-in system tags, and you can also create your own custom tags to fit your business needs.

Every tag has three properties:

PropertyDescription
IDThe internal identifier used in code and integrations (e.g., birthday, disable_survey)
Display NameThe human-readable label shown in the dashboard (e.g., "Birthday", "Disable Survey")
DescriptionA short explanation of what the tag means, shown as a tooltip

System Tags

These built-in tags are available to all locations and cannot be modified or deleted.

TagDescription
BirthdayGuest is celebrating a birthday
Corporate EventCorporate or team-building booking
VIPVIP guest or high-priority booking
Gift CardBooking was purchased as or paid with a gift card
First TimeGuest's first booking
Repeat GuestReturning guest with previous bookings
Disable SurveyPrevents post-booking survey emails from being sent
Disable ReminderPrevents booking reminder emails from being sent

Custom Tags

In addition to the system tags, you can create your own custom tags to match your business needs. Custom tags are managed per location from Dashboard > Company Settings > Custom Tags.

Creating Custom Tags

  1. Navigate to Dashboard > Company Settings and select the Custom Tags tab
  2. Enter a tag name and click Add
  3. The tag is immediately available for use on bookings and in workflows

Tag names must be alphanumeric and may include dots (.), colons (:), hyphens (-), and underscores (_). Maximum length is 100 characters.

Deleting Custom Tags

Custom tags can be removed from the Custom Tags settings page. However, a tag cannot be deleted if it is referenced by any workflow — you must remove it from all workflow conditions and actions first.

When a custom tag is deleted:

  • It no longer appears in the tag list on new bookings
  • Existing bookings that have the tag applied retain it, but the tag is no longer visible or toggleable
  • The tag's internal ID remains valid so historical data is not corrupted

Tags That Control Automation

Some tags modify how automated communications behave:

Disable Survey

When applied, the system skips sending post-booking survey emails for this booking. The survey job checks for this tag before sending — if present, the job is marked as cancelled and no email is sent. This is useful for:

  • Internal or test bookings that shouldn't receive surveys
  • Bookings where the customer has opted out of feedback requests
  • Comp or courtesy bookings where a survey would be inappropriate

Disable Reminder

When applied, the system skips sending booking reminder emails for this booking. Like the survey tag, reminder jobs check for this tag before processing. Use this for:

  • Walk-in bookings that were created retroactively
  • Bookings where the customer has already been contacted directly
  • Same-day bookings where a reminder would arrive too late

Tags in Workflows

Tags integrate with the workflow automation system in two ways:

As Triggers

The Tag Added and Tag Removed events fire when a tag is toggled from the dashboard, allowing you to trigger workflows based on tag changes.

As Conditions

Use the Has Tag and Does Not Have Tag conditions to branch a workflow based on whether a booking has a specific tag. These conditions work with both system tags and custom tags.

For example, you could create a workflow that sends a birthday greeting email only when the booking has the "Birthday" tag, or skip survey emails for bookings tagged with "Disable Survey."

As Actions

The Add Tag and Remove Tag actions let workflows apply or remove tags automatically. Tags modified by workflow actions do not fire tag events, preventing infinite loops.

Where Tags Appear

Tags are displayed and managed in the Miscellaneous tab of the booking detail view. All available tags — both system and custom — are shown as toggleable pills. Active tags are highlighted in blue, inactive tags are grayed out. Click any tag to toggle it on or off.

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