TRIPS Web - Organisation Settings - How to Create a Booking Tag

For the recommended process when creating booking tags. please follow the below guide -

TO NOTE: User must have the correct permissions to create Booking Tags. If you do not have access, please contact your management team for assistance.

Step 1 - Navigate to Booking Tag Settings

Click on your name in top right corner of the application > click on ‘'Organisation Settings’’ > Click on “Manage Booking Tags”

Step 2 - Create a Booking Tag

• Click on ‘‘Add Booking Tag’’

• Enter a code for your tag e.g. your tag may be for a social outing that costs $10.00. Code could be ‘‘SOC10’’ > enter a description e.g. Tag to be used for social outings that costs $10.00, description could be ‘‘Social $10.00’’ > click on ‘‘Save tag’’

Step 3 - Create a Billing Rule that uses the Booking Tag you created

Now that you have entered your Booking Tag, you can now use this tag to create a billing rule. Please Note: tag will not be usable until it has been set up in a billing rule. To create a billing rule, please refer to the following guide TRIPS Web - How to Create Billing Rules