Customer tags help your team segment guests fast, keep service notes visible, and act on risk signals before check-in.
Why use tags in CRM
Use tags to:
- flag service context like VIP, regulars, or promoter relationships
- build quick list views for follow-up and outreach
- keep risk-related system tags visible across the customer profile
Add or edit customer tags
- Open CRM from the left sidebar.
- Click a customer to open their profile.
- Use the Tags area to review current tags.
- Click Edit Profile to add or remove editable tags.
- Click Save.
Tip: custom tags are best for venue-specific workflows your staff uses every night.
Custom tags vs system tags
- Custom tags are created and managed by your team.
- System tags are reserved by TablelistPro and can be auto-managed by the platform.
If a tag is system-managed, it may appear even when staff did not add it manually.
Fraud system tags and auto-tagging
TablelistPro can auto-assign fraud system tags after a successful Stripe payment sync:
- Fraud - Low for lower-risk scores
- Fraud - Medium for medium-risk scores
- Fraud - High for higher-risk scores
These tags are machine-assigned from payment fraud scoring bands so hosts and managers can spot risk quickly in CRM before guest interactions.