Manage Customer Tags
How to add, remove, and use free-form tags to organize and segment customers in the Resytech CRM.
Tags are free-form text labels you attach to customer records to organize, segment, and filter your customer base. Unlike fixed categories, tags are flexible -- you create whatever labels make sense for your business (e.g., "VIP", "Corporate", "Repeat Customer", "Local", "Group Booking").
Adding tags to a customer
When creating a customer
- In the Create Customer modal, scroll to the Tags section.
- Click Add Tag.
- Enter the tag name in the prompt and confirm.
- The tag appears as a pill/badge in the form. Repeat to add more tags.
- Click Create Customer to save.
On an existing customer
- Navigate to CRM > Customers and click the edit icon on the customer row, or open the customer's detail page and click Edit.
- In the edit modal, scroll to the Tags section.
- Click Add Tag to add a new tag, or click the X on an existing tag pill to remove it.
- Click Update Customer to save changes.
Removing tags
- Open the customer's edit modal.
- In the Tags section, click the X button on the tag you want to remove.
- Save the customer.
Tags are removed from the individual customer only. If other customers share the same tag text, their tags are unaffected.
Filtering by tags
On the Customers list page, you can filter by tags in combination with text search:
- Navigate to CRM > Customers.
- Select one or more tags from the tag filter controls.
- The customer list updates to show only customers that have the selected tag(s).
- To remove a tag filter, deselect it. The list returns to showing all customers (or whatever text search is active).
Tag conventions and best practices
Since tags are free-form strings, consistency is important. Here are recommended patterns:
| Tag | When to use |
|---|---|
VIP | High-value repeat customers who should receive priority service |
Corporate | Customers booking on behalf of a company or for corporate events |
Group | Customers who typically book for large groups |
Local | Customers from your immediate area (useful for local promotions) |
Returning | Customers who have booked more than once |
Walk-In | Customers who were originally walk-ins before being added to the system |
Do Not Contact | Customers who have opted out of marketing communications |
How tags are stored
Tags are stored as a list of strings on the customer record. There is no master tag list -- tags exist only as values attached to customers. This means:
- Creating a tag on one customer does not add it to a global dropdown for other customers.
- Deleting all customers with a given tag effectively removes that tag from the system.
- Tag matching is exact and case-sensitive. "VIP" and "vip" are treated as different tags. For consistency, pick a convention (e.g., always capitalize) and stick with it.
Tips
- Tags are included in the update request. When you save a customer, the entire tag list is sent. Removing a tag in the UI and saving will persist the removal.
- Combine tags with search. Use a text search for "Smith" alongside a "VIP" tag filter to find VIP customers named Smith.
- Bulk operations. Currently, tags must be managed one customer at a time. If you need to tag many customers at once, consider using the import/export tools or contacting support.
Search and Filter Customers
How to find customers in the Resytech CRM using text search, source filters, tag filters, pagination, and global search.
View Customer History
How to view a customer's full profile including booking history, guest appearances, communication logs, survey responses, and lifetime analytics in Resytech.