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
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Custom Tags: Add meaningful labels such as “To Be Invoiced,” “Pending Certs,” “Needs Review,” etc.
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Editable Anytime: Tags can be added, removed, or updated at any stage of the booking lifecycle.
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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
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Go to Bookings from your admin dashboard.
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Select the booking you’d like to tag.
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Click Edit Booking.
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In the Tags section, type to create or select a tag.
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Save your changes. Tags can be added, edited, or removed at any time.
3. Manage All Tags
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Go to the Bookings area.
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On the Bookings list screen, look between the list and the left-hand menu – you’ll see a tag icon.
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Click the tag icon to:
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View all tags that have been created
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Add new tags
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Edit or delete existing tags
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4. Filter Bookings by Tag
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On the Bookings list screen, you’ll find a Tags column at the far right.
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Use this column to filter the list by specific tags and quickly identify related bookings.
📝 Use Case Examples
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“To Be Invoiced” – flag bookings pending billing
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“Pending Certs” – track bookings awaiting certificates
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“Follow Up Needed” – identify bookings that need admin attention
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“Requires Manager Review” – mark bookings needing approval
📩 Need Help?
Reach out to your account manager or support team for:
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Enabling the feature
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Help with setup and tagging best practices
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Pricing details