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How do I manage reservation and customer tags?
Tags are labels you attach to reservations or customers so your team always has the right context. There are two types — and understanding the difference matters.
Reservation tags vs. customer tags
Customer tags follow the person, not the booking. If you tag a guest as “Seafood Allergy” or “VIP”, that label will appear every time they book — no matter how far in the future. Use customer tags for things that are always true about a guest.
Reservation tags apply only to the specific booking. If a reservation is tagged “Complimentary Champagne”, that tag won’t carry over to the guest’s next visit. Use reservation tags for things that are only relevant for this particular occasion.
Your account comes pre-loaded with example tags to get you started:
Example customer tags
VIP
Seafood allergy
Vegetarian
Shellfish allergy
Peanut allergy
Cocktail lover
Example reservation tags
Candlelit Dinner
Happy Hour
Booked by Owner
Booked by Shareholder
Large Party
You can keep, edit, or delete any of these and create your own.
Creating a tag
Open a reservation or customer profile and click + Add Tag.
Type the tag name in the search field.
Click Create a new tag to save it.
Removing a tag from a reservation or customer
To remove a tag without deleting it from your account, click the X next to the tag. This unlinks it from this reservation or customer — the tag itself remains available for future use.
Permanently deleting a tag
Deleting a tag removes it from your account entirely.
Open the tag modal by clicking + Add tag.
Tap the bin icon next to the tag you want to delete.
Tap the bin icon again when it turns red to confirm.
