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Tagging a Person

People tags allow you to categorize and organize guest records for easier reporting and reference.

  1. Create a People Tag
    1. Before you can tag someone, you must first create a People Tag.  
  2. Apply a Tag to a Person

    1. At Creation: Assign tags when first creating a new person record.

    2. After Creation: Open an existing person’s record and apply tags at any time.

  3. View Tagged Records

    1. Tags are visible directly in the person’s record.

    2. Tags also display on Housekeeping reports, making it easy to track and organize information.

Tagging_People.gif

Video Walk-Through: