Customer tags help you label and recognize guests across Tabit products, ex. VIP, Allergy, Skip line.
You create a shared tag bank in Tabit Office, then apply tags to specific customer profiles. Once added, customer tags can be viewed anywhere that customer profile is used, ex. Tabit Guest and Tabit PAD
Customer tags are customer profile labels. They are tied to the customer record, not to a specific order
Setting up the customer tag bank
Follow the steps below to set up customer tags:
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In Tabit Office, go to Back Office > Tags > General > Customer
- In the empty field at the top of the tag list, enter a tag name, then select the + icon to add it
Best practice
Decide on a naming standard before adding a lot of tags, ex. “Allergy” instead of “Allergies”, “VIP” instead of “V.I.P.”. This keeps reporting and staff usage consistent
Adding customer tags to a specific customer
Follow the steps below to add customer tags to a customer:
- In Tabit Office, go to Back Office > Customer Info
- Search for the customer by name or phone number
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Select the customer to open their Customer Info page
- In Customer Tags and Notes, add or remove customer tags as needed
On the Customer Info page, you can also view key customer context in one place, including customer details, addresses, tags, notes, and order history
View and manage customer tags on Tabit PAD
Customer tags can be viewed on Tabit PAD in both customer-facing and seated service flows. What staff can do with customer tags depends on the order type
OTC and TD orders (customer-facing)
After entering the customer name or phone number, staff can:
- View HQ tags (read-only)
- View HQ notes (read-only)
- Add and remove local customer tags
Customer tag updates sync automatically to both the order and the customer record
Seated orders
For seated orders, customer tags are view-only on the PAD. Tags are automatically pulled from Tabit Guest when the customer books a table
On seated orders, staff can view customer tags but cannot add or remove them from the PAD
Understanding HQ tags and local tags
- HQ tags and notes are managed at the HQ level (if applicable) and are view-only for site staff on the PAD
- Local customer tags are managed by the restaurant and can be added or removed by staff on OTC/TD orders (based on permissions)