i LOVE the new Tag Automations introduced this past year!
Thank you to everyone at OwnerRez for this GREAT and very much appreciated development!
But...
I have a challenge/question:
I can apply a tag to a lot of things in OwnerRez.
Right now, I'm trying to create an automation which will assign the Tag "Guest" to a CONTACT when a booking is made.
As near as I can tell, the tag is assigned to the BOOKING, not the Contact. Is there some way to do what I want? Am I missing something?
Thanks anyone for your assistance!
Robert
Hey Robert!
Although the tag automations can only be added to bookings, and not the guest contact themselves, you should be able to manually add tags to the contacts. You should be able to do this in their booking by going to the Overview tab and clicking the Change button next to Tags in the Guest section. From there, you can add a tag. More on how to do this here:https://www.ownerrez.com/support/articles/tags-use-assign#assign-guest-tag
If you'd like to add tags to guests in bulk, you can do so by going to Contacts > check the box to the left of each contact you want to add the tag to > select Set Tags at the top > select the tag in the pop-up > click Save. Once that's been done, the tag should be applied to those guests in OwnerRez.
Thanks Kaitie for your answer.
That's disappointing. I do know how to add the tags to contacts and other things manually.
I was hoping to automate the process adding them to guests. I guess we're only part-way there!