Tags help your team quickly identify important details about a booking or customer. They can be used to flag special situations, highlight VIP customers, or alert staff to items that need attention before or during a rental or activity.
Tags appear directly on orders so your team can see key information at a glance.
BookingCentral includes four pre-built tags:
Damage
Delivery
Late
VIP
You can use these as-is or create your own custom tags to match your workflow.
Creating Custom Tags
You can create tags for things like maintenance, special requests, repeat customers, or internal notes. To create a custom tag or edit an existing tag:
- Go to Settings - Tags
- Select + Add Tag
- On the New Tag page include the following information:
- Label: name of the tag
- Description: include an optional description of the tag
- Color: the color will distinguish each tag on the Order
- Dashboard: Tags can be added to the Orders Widget on the dashboard. Include the parameters for this tag.
Adding Tags
Adding Tags on Orders
Tags can be manually assigned to an order using the following steps:
- Open the Order
- Select the Status row at the top of the order
- In the Tags window, check the tags you want assigned to the order
- Hit OK. Added tags will show in the status row
- Save your changes on the Order.
Tags will show on the Orders in the same section as the statuses (i.e. confirmed, paid, waivers signed, etc.)
Orders can have a maximum of 5 Tags
Adding Tags from Bookings
Tags can also be added to Orders from Bookings:
- Select from the Bookings or Dashboard tab
- Find the Order
- Right-click with your mouse on the Order
- Select Tags
- Choose the Tag to add to the order
Pro Tip! You can use the Filter icon on the Bookings Tab to search for orders with the same Tag.
Using Tags on the Dashboard
Custom and pre-defined tags can be added to the Orders widget on the Dashboard.
- Select the Settings icon on the Dashboard
- Select Tabs
- Add the Tags you want using the + icon to the Selected Tabs column.
Tags will show as options along with the Tabs on the Orders Widget.
It is recommended to only have no more than 8 tabs/tags on the Orders Widget.
See it in action:
Why Use Tags
Tags help rental and tour operators:
Flag important bookings
Track special situations
Organize deliveries or maintenance
Identify VIP customers
Improve team communication
Manage busy schedules more efficiently
Using tags keeps your team aligned and ensures nothing gets missed when managing bookings and customers.