Tags prominently display visit and guest information during service. A guest tag is associated with the guest and a visit tag is associated with a specific reservation.

Creating guest and visit tags

  1. From Control Panel select the Settings tab.
  2. Click the Guest and visit tags section.
  3. Click the blue Add tag button in the top-right.
  4. Enter a name.
  5. Choose guest or visit tag.
  6. Assign an optional icon.
Note: Tags that are important can be given an icon. These icons will populate more prominently throughout Timeline and Service.

Learn More

To review a video of Guest and Visit Tags, review this video.

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