How to create a tag

Tags are a really nifty way of adding extra information to things like bookings, staff and customers.

For example, if you have a customer that always wants you to take an extra close-up photo you can create a tag named 'Close-up' and assign it to that customer. Then every booking for that customers has the tag 'Close-up' shown so you and your staff don't forget.

You could use it to tag bookings

  • When subcontractors are assigned (tags tab in staff edit)
  • That are discounted, or for a agency chain (by setting the tag "discounted" or "LJ Hooker" to certain Custom Price Groups)
  • Tag for certain customers (in the Tag tab in Customers)
  • Tags for certain services like video or drone (Tag tab in Service editing)

And then use the tags for filtering booking.  See related articles

Head on over to https://ubookr.com/suppliers/tags to get started, there is a guided tour (the big ? at the top).

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