Manage Booking Tags
How to add and remove tags on a booking to categorize it and control automated behavior like reminders and surveys.
Tags let you label bookings for categorization and to control automated features. For example, you can tag a booking to prevent survey or reminder emails from being sent, or mark it as a birthday or corporate event.
Adding or removing tags
- Go to Bookings and open the booking you want to tag.
- Click the Miscellaneous tab.
- Find the Tags section. All available tags are displayed as pills.
- Blue pills with a check icon are currently active on the booking.
- Gray pills are available but not active.
- Click any tag to toggle it:
- Click a gray tag to add it to the booking.
- Click a blue tag to remove it from the booking.
- Each click saves immediately — there is no separate save button.
You can toggle multiple tags in sequence. Each tag saves independently.
Disabling surveys for a booking
If you don't want a booking to receive a post-booking survey email:
- Open the booking and go to the Miscellaneous tab.
- In the Tags section, click Disable Survey to activate it.
The tag takes effect immediately. Any scheduled survey jobs for this booking will be skipped. To re-enable surveys, click the tag again to remove it.
Disabling reminders for a booking
If you don't want a booking to receive reminder emails:
- Open the booking and go to the Miscellaneous tab.
- In the Tags section, click Disable Reminder to activate it.
Scheduled reminder jobs for this booking will be skipped. Remove the tag to re-enable reminders.
Understanding the available tags
| Tag | What it does |
|---|---|
| Birthday | Marks the booking as a birthday celebration |
| Corporate Event | Marks the booking as a corporate or team-building event |
| VIP | Flags the booking as high-priority |
| Gift Card | Indicates the booking was purchased with or as a gift card |
| First Time | Indicates the guest's first visit |
| Repeat Guest | Indicates a returning guest |
| Disable Survey | Prevents post-booking survey emails from being sent |
| Disable Reminder | Prevents booking reminder emails from being sent |
Tips
- Use Disable Survey and Disable Reminder for test or internal bookings. This prevents unnecessary emails and keeps your survey response data clean.
- Tags are saved instantly. Each toggle immediately updates the booking — you don't need to click a save button.
- Hover over a tag to see its description. The tooltip explains what the tag does if you're not sure.
- Tags appear in the tag list regardless of whether they're active. You always see the full set of available tags, so nothing is hidden.
