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Tag Automations from Surcharges and Discounts

Status: In Development 6 Votes
Dec 17, 2022 11:47 PM
Joined Sep, 2019 79 posts

We would like to have the ability to configure a tag on Surcharges and Discounts that if added to a transaction would add those tags to the booking where they are used.   For example we have a Surcharge for those that want to utilize the HotTub.   When we add this surcharge to a booking and save it the booking would be updated with the appropriate charges and the tag on the booking would now include whatever tag was identified on the surcharge to be added. (in our example the booking would now have tag HotTub attached to it).    What this allows us to then manage is communication via tags... if a transaction has the tag HotTub we can send instructions on how it is unlocked... If it doesn't we can send a message describing the service offered and the pricing and asking if they would like to add it... ie if it doesn't have the tag... send the message...

Guest addons is another issue but I will put it into a different feature request...

Shawn H
Dec 20, 2022 3:31 PM
OR Team Member Joined Aug, 2021 222 posts

Hello! Tag automation is planned. We're trying to see if we can get to it as part of the roadmap in 2023. Stay tuned!

Eric A
Apr 24, 2024 11:03 AM
Joined Jun, 2019 2 posts

Whats the status on tag automation? 

Ken T
Apr 26, 2024 4:56 PM
OR Team Member Joined Aug, 2019 1692 posts

It's on the roadmap for this year, with much work having already been done.

Christian G
May 2, 2024 12:43 AM
Joined Apr, 2024 1 post

Tag generation based on guest IP address or contact info indicating country which I could then use to trigger English templates vs Spanish templates etc. Or simply based on a custom check out field. A drop down option to custom fields instead of just plain text, rich text, of files may be a precursor to this latter option but would really lend itself to tag automation. For example, ask the guest at check out by way of a custom field: “is your preferred language English or Spanish?” They then select from a drop down that you’ve customized to show “English” or “Spanish”. Then tag automatically based on their selection. Could be used in the context of free add ons or guest preferences. Would you like for us to set out a pack and play? Yes or no? How many towels would you like for us to set out? 1 or 2 per guest? Etc…