Adding a label to a booking
Labels are tags or keywords that you can create and add to your bookings, using labels in the OctopusPro system will help you categorize and identify and bookmark bookings, setting up labels will improve the communication within your office, providing additional information regarding the booking. With labels, others can easily see the status of the labeled object, like if the company has communicated with the customer about a (booking, quote,…etc.) that he made or not.
OctopusPro will give you the choice to name your labels and color it giving, also, you can add as many labels as you wish. Coloring the tag will help you identify the label faster.
Using the filters on the booking list page you can use a labels filter to help you reach your stuff quickly without taking the effort of searching manually.
In bookings, you can add labels named “Customer is in a rush” if the customer needs the Job to be done at a fast pace, or “Customer is not in rush” if the customer doesn’t need the booking to be done in a fast period.
Table of contents
- Adding a new label from your settings
- Adding a new label from the booking page
- Adding a label or multiple labels to a booking
- Remove labels from a booking
Adding a new label from your settings
You can add labels directly from the settings, go to Settings > General Settings > Labels and click on New label or you can edit or delete existing labels. Visit the add a new label page to learn more.
Adding a new label from the booking page
You can simply add a new label from the booking details page to any booking. Go to Bookings > All bookings and view the booking you want to add a label to. Click on Label from the top right of the booking details page.
A pop-up window will appear with the existing labels, click on Add label to create a new one.
Then you can add a label title and select a label color and click on Save. The label will be added to the list of added labels, to delete or edit it you have to go to Settings > General Settings > Labels.
Adding a label or multiple labels to a booking
To add a label to a booking, go to Bookings > All bookings and view the booking you want to add a label to and click on Label from the top right of the booking details page.
A pop-up window will appear where you can check the label you want or multiple labels to add or search for a label from the search bar above, then click on Apply.
The added labels will appear on the booking details page under the label section.
Remove labels from a booking
To remove an added label from a booking, click on Label, then untick the checkboxes and click Apply.
You can also delete the label from Settings > General settings > Labels.