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Tags let you label records with colored keywords, for example “VIP”, “Corporate” or “Follow-up”. This way you spot important bookings in the calendar at a glance, filter your lists by a topic and keep special cases visible to your team. Tags apply to your whole organization: everyone on your team sees the same tags.

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Where can I add tags?

You can add tags to these records:
  • Bookings
  • Orders
  • Customers
  • Resources
  • Services
  • Inquiry forms
In the details of these records you find the Tags field. The tables have a Tags column and a Tags filter.

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Create and manage tags

You manage all tags of your organization in one place: in the Settings on the Groups tab. The Tags group is at the top, followed by resource groups, service groups, product groups and booking bundle groups.
Settings, Groups tab, with the Tags group: seven colored tags with name and description and Add Tag below

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Add a tag

1

Open Groups

Open the Settings and switch to the Groups tab.You see the Tags group with all existing tags.
2

Create a new entry

Click Add Tag below the list.A new row appears at the end of the list.
3

Set name, color and description

Enter the tag’s name under Name. Use the color dot to the left of the name to pick a color. Under Description you can optionally note what the tag is for.The tag is available in all tag fields right away.

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Edit, sort and delete tags

  • Rename or change the description: Click the name or description directly in the list and change the text.
  • Change the color: Click the color dot in front of the name.
  • Change the order: Drag a tag to the position you want. Tags appear in this order in the picker and on records.
  • Delete: Click the three dots in the row, then Delete, and confirm.
When you delete a tag, anny removes it from every record it is attached to. This cannot be undone.

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Add tags to a record

1

Open the record

Open the details of a booking, order, customer, resource, service or inquiry form.Below the base data you see the Tags field.
2

Open the picker

Click the Tags field or Add tags….A list of all tags opens. Use Search to find a tag quickly.
3

Select tags

Click one or more tags.The selected tags appear as colored chips in the field. anny saves them immediately, so you do not need to save the record separately.
Tags field of a resource with the tags Corporate, Ground floor and Wheelchair access and the tag picker open
To remove a tag, click the × on its chip or deselect it in the list. Remove all removes all tags at once. You can also change tags directly in the Tags column of the tables without opening the record.

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Create and edit tags right in the picker

If you are allowed to manage tags, you do not need to switch to the settings:
  • Create a new tag: Type a name that does not exist yet in the picker and click the entry marked Create. The new tag is added right away.
  • Edit a tag: Click the three dots next to a tag. There you change Name and Color or remove the tag with Delete. Before deleting, anny shows you how many records the tag is attached to.
  • Manage all tags: The gear icon (Manage tags) at the top of the picker takes you to the settings on the Groups tab.

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Change tags on several records at once

In the Bookings and Resources tables you can change the tags of many entries at once.
1

Select entries

Tick the checkboxes in front of the entries you want.A bar appears at the bottom, for example with 3 of 6 selected.
2

Open Edit tags

Click Edit tags in the bar.A window such as Tags for 3 records opens.
3

Choose Add or Remove

Choose Add to add tags or Remove to take tags off. Then select the tags.The selected tags appear in the field.
4

Apply the change

Click Apply.anny changes the tags of all selected entries.
With Add, the entries keep their existing tags. With Remove, anny only takes off the selected tags; all others stay.

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Filter by tags

The Bookings, Orders, Customers, Resources, Services and Inquiry forms tables have a Tags quick filter.
1

Open the filter

Click Tags above the table.A list of all tags opens.
2

Select tags

Select one or more tags and click Apply.The table shows all entries that have at least one of the selected tags.
Resources table with the Tags filter open, Ground floor selected, and the Tags column
Reset clears the filter. If you save a view with this filter, the tagged entries are always one click away.

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Tags in the calendar

In the calendar, you see tags directly on the booking cards and in the agenda. anny combines the tags of the booking, the order and the customer. If a customer has the tag “VIP”, you see it on each of her bookings without tagging every booking individually.
Calendar day view with booking cards showing the tags VIP, Follow-up, Corporate and First visit
A booking card shows the first tag and sums up further tags as a number such as +1. Open the booking to see all its tags.
Short booking cards do not show tags because there is not enough space. Open the booking to see its tags.

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Who can add tags?

  • Add and remove tags: Anyone who can edit a record can tag it.
  • Create, edit, sort and delete tags: Your role needs the Tags permission with the Manage level. Without it, the list in the settings is read-only and you cannot create new tags in the picker.
You grant the Tags permission in user and role management: in the sidebar under Admin users, on the Roles tab for a whole role, or via Manage permissions for single users. Learn more in Roles and permissions.

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When do I use this?

  • Take special care of regular customers: Tag the customer with “VIP”. The tag appears on all of their bookings in the calendar.
  • Flag open items for your team: Add a tag such as “Follow-up” and filter bookings by it until everything is done.
  • Organize resources by equipment: Tag rooms with “Wheelchair access” or “Ground floor”, for example, and filter resources by them.
  • Recognize company bookings: Tag orders or customers with “Corporate” so your team sees them right away.

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FAQ

No. Tags are only visible to your team in the admin area. They do not appear on the booking page or in emails.
In the calendar, anny shows the booking’s tags together with the tags of its order and customer. The tag is attached to the order or the customer. Open the order or the customer to change it there.
The tag is removed from all records. The records themselves stay unchanged. When you delete from the tag picker, anny shows you how many records the tag is attached to.
Yes. Select the entries in the Bookings table and click Edit tags. This also works in the Resources table.
No. Tags are saved immediately as soon as you select or remove them.

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Troubleshooting

Only people with the Tags permission at the Manage level can create new tags. Without it, you can only add existing tags. Ask someone with admin rights to create the tag or to give you the Tags permission.
Only people who can edit a record can tag it. Check your role, for example whether you are allowed to edit bookings or resources.
If a message such as Tags could not be updated on 1 of 3 records. appears, anny could not change some entries, for example because of missing permissions. Check the affected entries and add the tags there individually.
Short booking cards hide tags because there is not enough space. Open the booking to see its tags.