Tags and segments

Tags are short labels attached to a guest profile. Segments are saved searches built on top of tags and other profile fields. Tags travel with the guest in every part of the product — they appear next to the name on the floor plan, in the reservation list, and in confirmation emails to staff.

Defining tags

Workspace owners and managers can define new tags in Settings → Guests → Tags. Each tag has a name, an optional color, and an optional automation rule (e.g. "assign regular after 5 completed visits in a year"). Tags without automation rules are assigned manually.

Building a segment

A segment is a query over guest profiles. The visual builder produces a machine-readable expression that you can also edit by hand. Segments update live as new visits are recorded.

{
  "name": "VIP regulars in Berlin",
  "filter": {
    "all": [
      { "tag": "vip" },
      { "visits.last_12_months": { "gte": 6 } },
      { "city": "Berlin" }
    ]
  }
}

Using segments

Segments are useful in three places:

• Marketing exports. Export a CSV of guests in the segment for use in your email tool of choice. Marketing-consent flag is included.
• Service planning. Filter the reservation list by segment to spot high-value covers in tonight's service.
• AI assistant. Reference a segment by name in a prompt ("send a Christmas message draft to VIP regulars in Berlin").