Bookings Tags Feature

Overview

The Bookings Tags feature allows Admins to attach customizable labels (tags) to any booking in your system. This is a great way to flag bookings for follow-up actions, internal workflows, or notes to your team.

💡 This is an add-on feature. To enable it, please contact us for pricing and activation.

🔑 Key Features

• Custom Tags: Add meaningful labels such as “To Be Invoiced,” “Pending Certs,” “Needs Review,” etc.

• Editable Anytime: Tags can be added, removed, or updated at any stage of the booking lifecycle.

• Internal Use Only: Tags are visible to Admins but not to bookers or learners.

🛠 How to Use Bookings Tags

1. Enable the Feature

Contact our support team to enable the Bookings Tags add-on for your account. Once enabled, you’ll see new tagging options in your bookings interface.

2. Add or Edit Tags on a Booking

1. Go to Bookings from your admin dashboard.

2. Select the booking you’d like to tag.

3. Click Edit Booking.

4. In the Tags section, type to create or select a tag.

5. Save your changes. Tags can be added, edited, or removed at any time.

3. Manage All Tags

1. Go to the Bookings area.

2. On the Bookings list screen, look between the list and the left-hand menu – you’ll see a tag icon.

3. Click the tag icon to:

   • View all tags that have been created

   • Add new tags

   • Edit or delete existing tags

4. Filter Bookings by Tag

• On the Bookings list screen, you’ll find a Tags column at the far right.

• Use this column to filter the list by specific tags and quickly identify related bookings.

📝 Use Case Examples

• “To Be Invoiced” – flag bookings pending billing

• “Pending Certs” – track bookings awaiting certificates

• “Follow Up Needed” – identify bookings that need admin attention

• “Requires Manager Review” – mark bookings needing approval

📩 Need Help?

Reach out to your account manager or support team for:

• Enabling the feature

• Help with setup and tagging best practices

• Pricing details