Tags
Tags are labels you attach to guests and bookings to organise your operation - marking VIPs, dietary needs, seating preferences, occasions and more. Under Settings → Tags you manage three separate kinds, each grouped into categories, plus a Tag rules panel that applies client tags automatically.
The three kinds of tag
Section titled “The three kinds of tag”| Kind | Attached to | Used for |
|---|---|---|
| Client tags | Guests | Long-lived facts about a person - VIP, Regular, Do not admit, dietary needs. Drive admission rules and show on a guest’s profile. |
| Reservation tags | Bookings / reservations | Facts about a single booking - Birthday, Window table, Allergy, Running late. Show on the reservations floor. |
| Guest list tags | Guest-list entries | Facts about a name on the list - Comp, Table service, Plus friends. Show on the guest-list door view. |
Each kind has its own panel: Client tags, Reservation tags and Guest list tags.
Categories
Section titled “Categories”Within each kind, tags are organised into categories. A category groups related tags - for example an Occasion category holding Birthday, Anniversary and Hen party. You add a category, then add tags inside it.
Searching tags
Section titled “Searching tags”Each of the three panels has a search box above its categories. Type a few letters and the list filters live: if a category’s name matches, all its tags show; otherwise only the matching tags show, with their category expanded so you can see them right away. If nothing matches, the panel shows “No tags match” with your search term.
System vs custom tags
Section titled “System vs custom tags”- System tags are built in and always present. You can’t delete these, and you can’t rename them - but you can give them a colour.
- Custom tags are ones you create for your own operation, in your own categories. You can rename, recolour and delete these freely.
Payment tags applied automatically
Section titled “Payment tags applied automatically”Every venue has a built-in Payment category of reservation tags that Sidedoor applies for you as a booking is paid for:
| Tag | Applied when |
|---|---|
| Deposit | A deposit is taken on the booking (a card hold or a charge). |
| Voucher | A voucher is redeemed against the booking. |
| Pre-order | The booking carries pre-order or add-on items. |
| Pre-order not paid | A pre-order or add-on line your team added to the booking hasn’t been paid yet. |
| Covered by deposit | Replaces Pre-order not paid once a captured deposit covers that unpaid staff-added amount. |
Most of these chips stay put while the thing that earned them is still true: your team can’t remove them by hand as long as the deposit is held or the pre-order items remain on the booking (the same applies to the Pre-order not paid and Covered by deposit variants while their condition holds). That keeps the reservations floor honest about which bookings are secured. If a locked tag’s condition goes away (say a hold is released), the tag clears on its own.
The Voucher tag is the exception: your team can remove it by hand at any time, even while the voucher redemption still stands. It isn’t locked the way the deposit and pre-order tags are.
Tag colours
Section titled “Tag colours”Give any tag a colour so it stands out at a glance on the reservations floor and guest-list door view.
- Click a tag’s swatch and pick a colour. A Clear button appears once a colour is set, so you can remove it again.
- New tags start with no colour - the swatch shows an empty placeholder until you choose one. Nothing is forced on you.
- Custom tags can be renamed and recoloured. Platform-default tags (the built-in ones) keep their name but can still take a colour of your choosing.
- A category can also carry its own default colour, applied to every tag inside it that doesn’t have a colour of its own. Give an individual tag a colour and that wins over the category’s default.
Visibility flags
Section titled “Visibility flags”Each category carries visibility flags that control where its tags surface:
| Flag | Effect when on |
|---|---|
| Allow guest select | Guests can choose these tags themselves when booking (for example picking an occasion). |
| Show in summary | The tags appear in the booking summary. |
Set these per category to decide how much a tag is exposed - some are purely internal, others you actively want guests to pick.
Tag rules
Section titled “Tag rules”The Tag rules panel applies a client tag to guests automatically when they match conditions you set - the same kind of conditions you’d use to build a marketing segment. A daily sync keeps each rule’s tag in step: guests who start matching gain the tag, and guests who stop matching lose it.
An automatically-applied tag shows an Auto badge on the guest and can’t be removed by hand - it’s owned by the rule. This is different from admission rules: a tag rule adds a tag to guests who qualify, while an admission rule rewards guests who already carry a given tag.
How tags are used elsewhere
Section titled “How tags are used elsewhere”- Client tags feed admission rules - a rule can reward any guest carrying a given tag with a discount, auto-approval or extra plus-ones.
- Reservation tags can be applied automatically by access profiles and appear on the reservations floor so your team sees a booking’s context at a glance.