A Guide to Booking, Pet and User Tags

A Booking tag is used specifically for current and upcoming bookings and helps businesses with their daily operations and planning. Some real business examples of how booking tags are used: Checked-In, Checked-Out, Picked Up, Dropped Off, In-Groom, Finished Groom, Field 1 Walking Pack, Lunch, Injury.

A Pet tag is used to describe the pets personality and behaviour and lives with the pet profile. Some real business examples of how pet tags are used: Hyper, Reactive, Bad Recall, Keep on Lead, Not Spayed, Anxious, Off-Lead, Crated Rest, Barker, Puppy, Senior.

A User tag serves two primary purposes: it describes the client (residing within their owner profile) and/or facilitate message notes (When the ‘Quick action’ box is ticked, User tags will appear within the Messages Module).
Some real business examples of how user tags are used for clients: Legacy pricing, Overseas, On Holidays
Some real business examples of how user tags are used for messages: Follow up, Reschedule Request, Refund Request, Call.

Create a Booking Tag

Within the Bookings Module

1. Click the (if you have no booking tags yet, you will see this button sitting directly underneath the ‘New’ and ‘Daily’ tabs. If you have a lot of booking tags already you may need to scroll across your existing bookings tags to find this button)
2. Add a Tag Name
3. If you would like the tag to have a Capacity of how many bookings this can be applied to, please input a number
4. Tag Category* (see under Tag Categories and Automations below)
5. Pick a Colour for the tag
6. Tick Quick Action if you would like the tag to appear in the Booking Tag Bar which will be under the New and Daily tab. The tag will also appear under the Quick Action Menu; you can see this dropdown menu by hovering over the pet profile and clicking the icon; this will show New Service, New Order, Add Booking Tag and all ‘Quick actioned’ booking tags will be listed underneath these options.
7. Tick Reset daily if you would like the tag to be cleared for the next day
8. Save

Within the Operations Module

1. Go to the Tags tab
2. Click the ‘ + ‘ button in the top right corner
3. Add a Tag Name
4. If you would like the tag to have a Capacity of how many bookings this can be applied to, please input a number
5. Make sure the Type is set to Tag for Booking
6. Tag Category* (see under Tag Categories and Automations below)
7. You can pick a Colour for the tag
8. Tick Quick Action if you would like the tag to appear in the Booking Tag Bar and Quick Action Menu
9. Tick Reset daily if you would like the tag to be cleared for the next day; beneficial for e.g. Checked-in, Checked-out, In-groom, Finished groom, On walk, Finished walk
10. Save

Within the Calendar Module

1. Click on the booking or bookings (if grouped) you would like to create a tag for
2. Click on the icon in the top right corner
3. Select Add Booking Tag if it is a singular booking. Select Edit Booking Tags if it is a grouped booking.
4. Type the name of the new tag and you will see a drop down appear of ‘Create ‘INSERT TAG NAME’ , click on this drop down text
5. The Add a new Smart Tag pop up will open
6. If you would like the tag to have a Capacity of how many bookings this can be applied to, please input a number
7. Tag Category* (see under Tag Categories and Automations below)
8. You can pick a Colour for the tag
9. Tick Quick Action if you would like the tag to appear in the Booking Tag Bar and Quick Action Menu
10. Tick Reset daily if you would like the tag to be cleared for the next day
11. Save

Create a Pet Tag

Within the Pets Module

1. Click the (if you have no pet tags yet, you will see this button sitting directly underneath the ‘All’ / ‘Clients’ tabs. If you have a lot of pet tags already you may need to scroll across your existing pet tags to find this button)
2. Add a Tag Name
3. If you would like the tag to have a Capacity of how many pets this can be applied to, please input a number
4. Tag Category* (see under Tag Categories and Automations below)
5. You can pick a Colour for the tag
6. Tick Quick Action if you would like the tag to appear in the Pet Tag Bar which will be under the All, Clients and Forms tab. The tag will also appear under the Quick Action Menu; you can see this dropdown menu by hovering over the pet profile and clicking the icon; this will show New Service, New Order, Add Report, Edit Pet Tags and all ‘Quick actioned’ pet tags will be listed underneath these options.
7. Tick Reset daily if you would like the tag to be cleared for the next day
8. Save

Within the Operations Module

1. Go to the Tags tab
2. Click the ‘ + ‘ button in the top right corner
3. Add a Tag Name
4. If you would like the tag to have a Capacity of how many bookings this can be applied to, please input a number
5. Make sure the Type is set to Tag for Pet
6. Tag Category* (see under Tag Categories and Automations below)
7. You can pick a Colour for the tag
8. Tick Quick Action if you would like the tag to appear in the Pet Tag Bar and Quick Action Menu
9. Tick Reset daily if you would like the tag to be cleared for the next day
10. Save

Create a User Tag

Within the Messages Module

1. Click the (if you have no user tags yet, you will see this button sitting directly underneath the ‘All’ tab. If you have a lot of user tags already you may need to scroll across your existing user tags to find this button)
2. Add a Tag Name
3. If you would like the tag to have a Capacity of how many clients this can be applied to, please input a number
4. You can pick a Colour for the tag
5. Tick Quick Action if you would like the tag to appear in the Message Tag Bar which will be under the All tab. The tag will also appear under the Quick Action Menu; you can see this dropdown menu by hovering over the client message clicking the icon; this will show Mark as Unread, Add Chat Tag and all ‘Quick actioned’ user tags will be listed underneath these options.
6. Tick Reset daily if you would like the tag to be cleared for the next day
7. Save

Within the Operations Module

1. Go to the Tags tab
2. Click the ‘ + ‘ button in the top right corner
3. Add a Tag Name
4. If you would like the tag to have a Capacity of how many bookings this can be applied to, please input a number
5. Make sure the Type is set to Tag for App User
6. You can pick a Colour for the tag
7. Tick Quick Action if you would like the tag to appear in the Message Tag Bar and Quick Action Menu
8. Tick Reset daily if you would like the tag to be cleared for the next day
9. Save

Tag Categories and Automations

Tag Categories: when we recommend using them

A Tag Category is beneficial to add if, within the Calendar Module, you have a grouped booking (multiple pets that have booked the same service) and you would like to quickly Group By Tags (Pet and/or Booking tags).

If you click on a grouped booking and click the icon you will see the view on the right.

As an example, we have added two categories: Behaviour and Lunch Dogs. Behaviour is a category we created and used for the Pet Tags: Bad Recall and Nervous. Lunch dogs is a Category we created and used for the Booking Tag: Lunch.

We have added these categories to those tags as it’s important for our pet operations specifically.

We recommend only adding a few categories that you think would be important (most of our clients use between 2-4 categories).

Automations: when we recommend using them

When you go to Add New Smart Tag or Edit a Smart Tag, you will see the button. Automations has two purposes: Send message to owner and Remove Tag.

To Send a message to the owner, you need a Message to send which you can create in the Operations Module within the Messages Tab. Please click here to learn how to create Automated Message Templates.

The Automation Remove a Tag is beneficial when you would like a specific tag to be automatically removed when another tag is applied.

A Daycare example could be ‘Checked-In’ and ‘Checked-Out’. As shown in the visual example on the right, we’ve used the Remove Tag automation and chosen ‘Checked-Out’. This ensures that when the ‘Checked-Out’ tag is applied to a pet, it will automatically remove the ‘Checked-In’ tag that was applied previously.

A Grooming example could be ‘In Groom’ and ‘Finished Groom’. Create a Booking tag called ‘In Groom’ and under the Remove Tag automation you could put ‘Finished Groom’. When a pet is assigned the ‘In Groom’ booking tag, it will automatically be removed once the ‘Finished Groom’ tag is applied.

A Walking example could be ‘On a walk’ and ‘Finished walk’. Create a Booking tag called ‘On a walk’ and under the Remove Tag automation you could put ‘Finished walk’. When a pet is assigned the ‘On a walk’ booking tag, it will automatically be removed once the ‘Finished walk’ tag is applied.