Now that you have read the Tag Overview support article, it's time to add and edit tags. With the ability to add tags to properties, bookings, quotes, inquiries, and guests, the possibilities are endless.
Have guests celebrating a and want a reminder to have a birthday cake delivered? Create a tag for that.
Have a property that has a or is
? Create a tag for those too!
Got a booking requesting an or
? We can go on and on but you get the idea. Learn how to add and edit tags below.
Add Tags
Settings
To make or add Tags, go to the OwnerRez Tag area OR Settings > Workflow & Devices > Tags. Click on Create Tag.
On the next screen, give the Tag a name, and if you need to remind yourself about the meaning of the Tag, use the Title and/or Description fields. Then choose the perfect color and Save.
You'll then see your new Tag displayed on the main Tag screen.
Bookings
Clicking on the Tags button in bookings opens a searchable dropdown with tag groups and checkboxes for quick tag selection. Tags are saved instantly as you check or uncheck them, and you can create new tags directly from the dropdown without navigating to Settings, keeping your workflow fast and uninterrupted.
Users can create new tags in the Booking Overview by clicking either the Booking Header or the Contact Info Tags button, then selecting + New Tag.
On the Create Tag pop-up, enter the tag name (required), optional title, description, color, Group, and click Create Tag, which is added to your booking immediately.
Guests
Users can create new tags for individual guests by navigating to individual Contacts > specific Contact > Tags > Tags button, then selecting + New Tag.
On the Create Tag pop-up, enter the tag name (required), optional title, description, color, Group, and click Create Tag, which is added to your guest tags immediately.
Properties
Users can create new tags for properties by navigating to Properties > specific Property > General Info > Tags button, then selecting + New Tag.
On the Create Tag pop-up, enter the tag name (required), optional title, description, color, Group, and click Create Tag, which is added to your property tags immediately.
Edit Tags
Want to make changes to your Tags? No problem! Select the Tag that you want to edit by clicking on the Tag directly or selecting the drop down list to the right of the Pen icon.
On the next page, you can change your Tag by adding additional information about the Tag in the Title and Description fields. Click Save.
You can also change the color or delete the tag altogether by clicking on Delete Tag in the lower right corner. After you have made your edits and saved those changes, you will see your edited Tags in the tag list.
Notice that only the Title field of the tags are also viewable in the list.
Disable Tags
Select the Tag you want to disable by checking the checkbox and clicking Disable.
When users disable a tag, the Disable Tags pop-up displays any tag attachments and offers the options to Remove & Disable. Just Disable, or Cancel.
Disabled tags will continue to appear on bookings as greyed-out tags. Deleted tags are removed completely.
Users should note that there is no Are you sure? option. Once a Tag is disabled, you can enable it by selecting it and clicking Enable.
Enable Tags
Once a Tag is disabled, you can enable it by selecting it and clicking Enable.
Delete Tags
Select the Tag you want to disable by checking the checkbox, then click Delete.
Alternatively, you can click the Delete button in the lower-right corner when editing the tag.
When deleting a tag, the Delete Tags pop-up displays any tag attachments and offers Remove & Delete and Cancel options.
Users should note that there is no Are you sure? option. Once a Tag is deleted, you'll have to recreate it.