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Custom tags (customer & booking)

In this article, you’ll discover how to create and manage custom tags for your customers and reservations to improve your service management and personalization.

Summary

  1. Create tags from the web application
  2. Create tags from the iOS and Android apps
  3. Common problems & FAQs
  4. Support & Related articles


What you need to know

Custom tags allow you to categorize your customers and reservations according to specific criteria, making management more efficient and improving the customer experience.
This feature is available exclusively with the “Grow” subscription or by subscribing to the “Marketing” option.


1. Create tags from the web application

Create custom tags for customers:

  • Go to the "Tags on customer" tab in your account settings.
  • Click "New category".
  • Name the category (for example, "Table preference").
  • Choose an icon and a color for the category.
  • In the Tags row, enter the name of the tag you want to create (e.g., "Window side").
  • Assign a specific icon to the tag if necessary.
  • Click "Save" to confirm.

Create custom tags for reservations:

  • Go to the "Tags on reservation" tab in your account settings.
  • Click "New category".
  • Name the category (for example, "Services").
  • Choose an icon and a color for the category.
  • In the Tags row, enter the tag name (for example, "Stroller").
  • Assign a specific icon to the tag if necessary.
  • Click "Save" to confirm.

Share custom tags within a group of restaurants:

If your venue is part of a group sharing a customer database, you can enable sharing for certain tag categories.
  • In the tag category settings, enable the sharing option.
  • The tags will then be available to all restaurants in the group.

Manage permissions for custom tags:

To restrict the creation, editing, or deletion of custom tags by staff:
  • Enable the "code manager" in the tag management settings.
  • Only authorized users will be able to make changes.


2. Create tags from the iOS and Android apps

Currently, managing custom tags is not available via the Zenchef iOS app. Please use the web interface to create and assign custom tags.


3. Common problems & FAQs

Common problems
  • Tags are not visible after creation. Make sure the category and tag were correctly created and saved.
  • I can’t edit or delete a tag. Check that you have the necessary permissions and that the code manager is not enabled.
FAQ
  • How do I enable custom tags on my account? Custom tags are available with the GrowOS subscription. Contact our sales team for more information.
  • Can I assign multiple tags to the same customer or reservation? Yes, you can assign multiple tags for more precise categorization.


4. Support & Related articles

Contact our support team

For further assistance, feel free to contact Zenchef support via the Chatbot in your client area or by visiting our help center.