In a busy restaurant, manual data entry is often the first thing to fall behind. Automated Tags ensure that your most important Guests never go unnoticed. By setting specific rules for spending, visits, or reliability, the system automatically identifies and labels Guests for you.
This tool acts as a safety net: even if your team is too busy to manually update a profile, the Back Office ensures that every Guest who meets your loyalty criteria is instantly recognized the moment they make a Reservation.
Plan Availability: Automated Tags are exclusively available on the Signature plan.
Key Benefits of Using Automated Tags
Personalize the Guest Experience: Instantly recognize a "VIP" or "High Spender" to ensure they receive premium seating or a special greeting.
Targeted Marketing: Effortlessly segment your database to send exclusive offers to your "Frequent Diners."
Operational Efficiency: Save your staff hours of manual data entry by letting the Back Office handle the categorization.
Identify Risks: Automatically tag "No-Show" Guests to help your host team manage high-demand time slots more effectively.
How It Works: The Logic Behind the Tags
The system continuously monitors your Guest data. When a Guest meets the specific criteria you have defined (e.g., spending over $500 in the last 11 months), the tag is applied to their file. If their behavior changes and they no longer meet the criteria, the tag is automatically removed, ensuring your data is always up-to-date.
Step-by-Step Instructions
Step 1: Access Tag Management
Log in to your Back Office. Navigate to My Restaurants, select your restaurant, click on Settings, and then select Tag Management.
Step 2: Open the Automated Tab
At the top of the screen, select the Automated tab to view the list of available rule templates.
Step 3: Choose a Tag to Configure
Select the tag you wish to activate (e.g., High Spender, VIP, or Frequent Diner) and click the Setup button (or the Edit icon if it was previously configured).
Step 4: Define Your Rules
In the pop-up window, enter your desired thresholds. Depending on the tag, you will see fields for:
Minimum Spend: The total dollar amount required.
Minimum Visits: The number of completed Reservations required.
Timeframe: The rolling period (e.g., past 3, 12, or 24 months) the system should analyze.
Step 5: Save and Activate
Click Save & activate. The toggle next to the tag will turn green, indicating the rule is now live.
Managing Active Tags
You have full control over which rules are active at any time.
Deactivating: If you want to stop using a specific rule, simply click the Toggle to turn it off. Once disabled, the tag will immediately disappear from all relevant Guest files.
Re-enabling: If you turn the Toggle back on, the system will re-scan your database and the tag will reappear on the profiles of all Guests who meet the criteria.
Where to see Automated Tags in the Dashboard
Once a Guest meets your defined rules, the tag will automatically appear on their Guest file and within their Reservation details. This ensures your front-of-house team sees the status at a glance.
1. In the Reservation List
The specific icon associated with an automated tag (such as a star for VIP or a dollar sign for High Spender) will appear directly next to the Guest's name in your main reservation list. This allows the host to identify a top Guest before even clicking on the reservation.
2. In the Guest Details
For a more detailed view, select any active Reservation. The Automated Tag will be displayed prominently under the Guest's name in the Guest Details sidebar, helping you identify their loyalty status instantly.
Best Practices for Automated Tagging
Define Your "VIP": Use the VIP+ or Premium tags for your absolute top-tier Guests (e.g., 20+ visits a year) and the standard VIP tag for more attainable loyalty levels.
Monitor Trends: Set the High Spender timeframe to 12 months to capture annual spending habits, but keep Frequent Diner to a shorter 3-month window to identify your current "regulars."
Manage No-Shows: Set the No-Show tag to trigger after 2 or 3 instances within a 3-month period. This allows your team to call and confirm these Reservations personally to reduce the risk of empty tables.