Tag Automations from Surcharges and Discounts

Status: In Development 24 Votes
PacViewLodging
Dec 17, 2022 11:47 PM
Joined Sep, 2019 84 posts

We would like to have the ability to configure a tag on Surcharges and Discounts that if added to a transaction would add those tags to the booking where they are used.   For example we have a Surcharge for those that want to utilize the HotTub.   When we add this surcharge to a booking and save it the booking would be updated with the appropriate charges and the tag on the booking would now include whatever tag was identified on the surcharge to be added. (in our example the booking would now have tag HotTub attached to it).    What this allows us to then manage is communication via tags... if a transaction has the tag HotTub we can send instructions on how it is unlocked... If it doesn't we can send a message describing the service offered and the pricing and asking if they would like to add it... ie if it doesn't have the tag... send the message...

Guest addons is another issue but I will put it into a different feature request...

Shawn H
Dec 20, 2022 3:31 PM
OR Team Member Joined Aug, 2021 255 posts

Hello! Tag automation is planned. We're trying to see if we can get to it as part of the roadmap in 2023. Stay tuned!

Eric A
Apr 24, 2024 11:03 AM
Joined Jun, 2019 2 posts

Whats the status on tag automation? 

Ken T
Apr 26, 2024 4:56 PM
Joined Aug, 2019 1706 posts

It's on the roadmap for this year, with much work having already been done.

Christian G
May 2, 2024 12:43 AM
Joined Apr, 2024 1 post

Tag generation based on guest IP address or contact info indicating country which I could then use to trigger English templates vs Spanish templates etc. Or simply based on a custom check out field. A drop down option to custom fields instead of just plain text, rich text, of files may be a precursor to this latter option but would really lend itself to tag automation. For example, ask the guest at check out by way of a custom field: “is your preferred language English or Spanish?” They then select from a drop down that you’ve customized to show “English” or “Spanish”. Then tag automatically based on their selection. Could be used in the context of free add ons or guest preferences. Would you like for us to set out a pack and play? Yes or no? How many towels would you like for us to set out? 1 or 2 per guest? Etc…

Joel P
Jul 5, 2024 9:05 AM
OR Team Member Joined Oct, 2009 140 posts

[Another topic was closed as a duplicate of this topic (Triggers or Tags activated by SURCHARGES)]

Joel P
Jul 5, 2024 9:06 AM
OR Team Member Joined Oct, 2009 140 posts

[Another topic was closed as a duplicate of this topic (Auto apply a tag for Surcharges)]

Joel P
Jul 5, 2024 9:07 AM
OR Team Member Joined Oct, 2009 140 posts

[Another topic was closed as a duplicate of this topic (Automatic tags based on optional surcharge)]

Joel P
Jul 5, 2024 9:07 AM
OR Team Member Joined Oct, 2009 140 posts

[Another topic was closed as a duplicate of this topic (Add Tags To Surcharges.)]

Fenwick Vacation
Sep 10, 2024 5:30 PM
Joined May, 2018 21 posts

Really like where everything is going with the new developments.  I have added a bunch of surcharge packages but the one issue is that i manually need to check if people are purchasing these packages as there is not a way to currently add a tag or to have anything trigger to us.  I would really love to see this soon.

 

Thank you

 

Lindsay

Genas Sierra Inn
Oct 25, 2024 1:41 PM
Joined Apr, 2024 12 posts

Absolutely needed to reduce manual labor by property managers and other staff.