Tags
Tags can be reservation-specific (Reservation Tags) or customer-specific (Customer Tags). There will be example tags seeded into every merchants account but merchants ultimately can delete them or create their own.
A Customer Tag relates to a customer and their tag will follow the customer independent of the reservation. Such tags could be like “Seafood Allergy” or “Vegetarian” or “VVVIP”. In doing so, you and your floor staff will always know this thing about a customer
A Reservation Tag relates to the reservation itself and if the reservation is tagged this time, it wouldn’t show again for the next reservation. Such tags could be like “Booked by Shareholder” or “Complimentary Champagne” where you and your floor staff would know to provide certain attention to the guest just for this reservation
Each account has the following example tags populated to give you an idea of how you can use tags. You may freely continue using the populated tags or delete them and create your own.
Pre-populated Customer Tags
- VIP
- Seafood allergy
- Vegetarian
- Shellfish allergy
- Peanut allergy
- Cocktail lover
Pre-populated Reservation Tags
- Candlelit Dinner
- Happy Hour
- Booked by Owner
- Booked by Shareholder
- Large Party
Creating Tags
Creating tags are as simple as
Clicking
+ Add Tagin either customer or reservation tagsTyping in the tag name in the search bar
Clicking
Create a new tag
Deleting Tags
Permanently deleting a tag is as simple as
Opening up the reservation or customer tag modal by pressing +
Add tagTap on the bin icon next to the tag to be deleted
Confirm deletion by tapping on the bin icon once more when the bar is red
Removing Tags
Removing an assigned tag for either the Reservation or Customer Tag can be done by clicking the X icon next to the relevant tag. This does not permanently delete the tag from the database but instead just removes it from the customer or reservation
