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Tags & Flags

How to create and use Booking, Space, and Customer tags

Note: Tags & Flags are available for Partner & PartnerPro Hosts only. For plan details, see SpacetoCo pricing and features.

This article is for Hosts who want to organise and filter Bookings, Spaces, and Customers.

Tags allow you to categorise Bookings, Spaces, and Customers across SpacetoCo. Each tag is fully customisable with its own name, colour, icon, and optional flag setting.

Screen Shot 2021-09-29 at 10.11.25 am

Creating and Managing Tags

  • Go to Tags Management to create, edit, or delete tags.

  • When creating a tag, assign it to a Space, Customer, or Booking. Once created, a tag's type cannot be changed.

 

Viewing Tagged Objects

  • When a tag is applied to a Space, Customer, or Booking, simple icons appear next to the record throughout the dashboard. Hover over an icon to view tag details.

 

Flagging a Tag as Important

  • Toggle Flag on for any tag that requires high visibility. Flagged tags display a red flag icon everywhere they appear across the platform.

Removing or Deleting a Tag

  • To remove a tag from an individual Space, Customer, or Booking, detach it within that item's editor drawer. The tag remains available for future use.

  • To delete a tag completely across your account, remove it from the Tags Management page.

Space Tags

  • Applying tags to Spaces updates your space filters across the platform. This helps when building saved booking filters or setting up custom reports, as reports dynamically update as Space tags change.

Customer Tags

  • Customer tags display on individual Customer profiles, Regular Customer applications, and wherever a Customer is referenced in the dashboard.

Booking Tags

You can apply tags to individual bookings or add them in bulk across multiple bookings:

  • Linked Bookings:
    Open the Linked Bookings tab in the booking drawer to select and tag multiple bookings at once.

  • Pending Bookings:
    Add tags to pending booking requests before approving or declining them.

  • Regular Bookings:
    Add tags on Step 1 (Event Template) when creating a series of Regular Bookings.