Tags are labels you can assign to your drivers and customers to keep them organized. In this guide, we'll learn how to create, update, and delete tags.
How to Create Tags
To add a new tag, go to the following path:
Admin Center → Settings → Data Management → Tags-> New (button)
In the window that opens, enter the following information:
Name: Enter a meaningful name for your tag.
Slug: You also need to provide a slug for the tag. A slug is a unique identifier used in the system, usually in lowercase and without spaces, to reference the tag internally. Each slug must be unique.
Finally, click Submit to create the tag.
To learn more about how to use tags in the system, read this guide.
Updating Existing Tags
You can update a tag’s name by navigating to the following path:
Admin Center → Settings → Data Management → Tags → Actions → Edit
Here you can update the tag’s name and click Submit to save the changes. Updating the slug is not possible; only the name can be changed.
Deleting Tags
You can delete a tag by navigating to the following path:
Admin Center → Settings → Data Management → Tags → Actions → Delete
Before a tag can be deleted, the system performs several checks to ensure it is not actively being used in these sections:
Price Coefficients: The tag must not be used in any price coefficient setting.
Services that include this tag: The tag must not be used in the include customer tag field of any services.
Services that exclude this tag: The tag must not be used in the exclude customer tag field of any services.
Vehicle type that includes this tag: The tag must not be used in the include customer tag field of any vehicle type.
Vehicle type that excludes this tag: The tag must not be used in the exclude customer tag field of any vehicle type.
If you see a red X, the list will show where the tag is being used. By clicking the Details button, you can go to that setting, remove the tag, then return and refresh the page to pass the check.
When all checks are passed, the Delete button at the top becomes active, and you can remove the tag.