How to Create and Use a Booking Tag

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.

Create a Booking Tag

Within the Bookings Module

1. Click the +Add (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 action options:
   • Quick action
     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’ pet tags will be listed underneath these options.
   • Reset daily
     Tick this if you would like the tag to be cleared for the next day.
   • Shown on bar
     If you would like the tag to appear in the Booking Tag Bar ; which will sit under the New and Daily tab.
   • Shown on tagged item
     The pet tag will show visibly on the pet profile when you are within the Pets Module
   • Show on appointments
     The pet tag will show visibly on the pet’s bookings
7. Click Save

Within the Operations Module

1. Go to the Tags tab
2. Click the ‘ + ‘ button in the top right corner
3. Repeat steps 2 to 7 above

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 follow options:

• Group By: Tags or Staff
• Tag Categories
  If you add a Tag Category, it will appear here and you can choose which Tag Category to filter your bookings by
• Shown Pet & Booking Notes
• Shown owner’s address

Example

• Tag Categories: Bus, Behaviour, Meals
• Use case: If I create 3 Booking tags called Breakfast, Lunch and Dinner and add the Tag Category Meals to each of these tags; then when I filter by ‘Tag Category‘ and select ‘Meals‘, the pets will be grouped based on the booking tags that apply within this category e.g. breakfast pets will be grouped together, lunch pets will be grouped together, dinner pets will be grouped together.

We recommend only adding a few categories that you think would be important for your business operations (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 Add New Automation 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 and send 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’. Create a Booking tag called ‘Checked-In’ and under the Remove Tag automation you could put ‘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.