Tags

Tags are short, free-form labels you can put on checkouts, reservations, events, issues and contacts — for example a project name, a customer reference or an internal code. Unlike item categories, tags need no setup: you create them simply by using them, and the same tag pool is shared across the whole account.

Adding tags

You can add tags in two places:

• When creating — the new-checkout, new-reservation, new-event and new-issue windows have a Tags field (for checkouts and reservations it's under Optional details). Start typing: existing tags matching what you type are suggested, or press Enter to create a new one.
• On the record — every detail page has a tags editor (on checkouts, issues and reservations it's part of the Details card — click Edit, add or remove tags, then Done; on contacts, tags have their own card). Tags show as small chips; click the × on a chip to remove it.

Reusing an existing tag instead of creating a near-duplicate ("Project-A" vs "project a") keeps your labels meaningful — pick from the suggestions whenever one matches.

Where tags appear

Tags are shown on the record's detail page. They are a labelling convenience for people reading the record — they don't change any behavior, and the record lists don't yet offer a tag filter.

Tags vs. categories

• Categories belong to items and are structured: you define category groups and values first, then tick them on items and filter item lists by them.
• Tags belong to activity records and contacts and are free-form: no setup, just type.