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Organise your entries for search and filtering with Tags

Simplify the management, searching and filtering of your events

Anni avatar
Written by Anni
Updated over 2 months ago

Tags are a powerful tool for showcasing specific events to your customers and helping you organise multiple entries on your scheduling page by category, level, and more.
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This article covers:


How to create a tag

There are two ways to create a new tag:


Within the Tags page

To create a new tag within the Tags management page:

  1. Select Settings, then Tags from the left-hand menu on your account.

  2. Select Create new tags:

    Tags management page with an arrow pointing at the 'Create new tags' button

  3. Type your tags into the field. To add multiple tags, separate each one with a comma (,):

    Create tags screen with an arrow pointing at the 'Tags' field

  4. Once added, select the Create new tags button:

    Create tags screen with an arrow pointing at the 'Create new tags' button


Within the entry settings

To add tags:

  1. Open the relevant Scheduling page within your account.

  2. Either create a new entry or select Edit entry on the relevant entry:

    Scheduling setup with an arrow pointing to the 'Edit Entry' button

  3. Select the Information tab and scroll down to the Additional details. Below the additional details section is the Tags field:

    Information tab of the edit entry screen with arrow pointing at the 'Tags' section

  4. Select the fields under Tags, type in your tag, and press enter (or select the new underlined tag link directly below the field) to create the tag:
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    Additional details section of the entry setup with an example tag.

  5. Once you save the entry, it will associate with this tag across your Bookwhen account.


Ways to use tags

  • Filter the public page to showcase specific events to your customers, e.g., events tagged with a particular activity.

  • Search for bookings by filtering for events with specific tags, e.g., events assigned to a particular instructor or class leader.

  • Set usage restrictions on discounts, e.g., apply a discount only to events with a specific tag.

πŸ’‘ Please note: There’s no limit when pasting tags that are comma-separated. However, if you paste tags without commas, the system will restrict the paste to 40 characters.


How to delete a tag

πŸ’‘ Deleting a tag permanently removes it from all entries and associated pass and discount restrictions. Once deleted, it cannot be recovered.

There are two ways to remove a tag, depending on what you need to do:


1. Remove a tag from an individual entry

To remove a tag from selected entries:

  1. Open your Scheduling page.

  2. Select the entry from the schedule list, then Edit entry:

    Scheduling setup with an arrow pointing to the 'Edit Entry' button.

  3. Select the Information tab and scroll down to the Additional details section.

  4. Select the "x" in front of the tag(s) to remove it:

  5. Select Save or Save & Exit button in the top right of the entry to save the changes.
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πŸ’‘ Tip: You can also remove it directly from the Tags management page.


Delete a tag from the system

πŸ’‘ Please note: Deleting a tag removes it from all entries and associated pass and discount restrictions.

To delete a tag from your entire account:

  1. Select Settings, then Tags from the left-hand menu on your account.

  2. Find your tag from the list, select the three dots next to it, then Delete tag:

    Tags management page with an arrow pointing at the 'Delete tag' option within the 3-dot menu


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  3. Select Delete tag to confirm:

    Delete tag screen with an arrow pointing at the 'Delete tag' button

  4. Alternatively, you can delete the tag from within the individual tag settings page by selecting Delete tag at the bottom of the page:

    Tag settings page with an arrow pointing at the 'Delete tag' button

πŸ’‘ To note: If you have used tags in filter buttons on your public page or embedded filtered iframes on your website, we recommend reviewing the code to ensure these are still working as intended after deleting the tag(s).


πŸ’¬ Need extra help?

  • For the quickest response, contact us via live chat on our homepage or your account. Buddy, our trusty chatbot, will assist first and pass you to a support team member if needed.

  • Prefer email? Send us an email instead.

Thank you! πŸ•Ί

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