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Labels are tags that you can assign to a booking, duty, customer or passenger. There are four steps to using Labels.
To get started, go to Masters and click on Labels . To create a new Label, click on the 'Add label' button.
Labels are searchable in the Duties section.
You can choose to have the labels visible in the duties section or keep them hidden (shown only when you view details and when you view booking).
Use this feature creatively to manage your workflow and operations better.
Here are a few ideas for the types of labels you can create:
Labels are an optional feature. if you would like to use them, you will need to enable them from the Business Settings section.
You can assign labels to a customer or a specific passenger in the customer master.
To add labels for a customer:
Go to Masters - Customers - Select customer - Edit Customer - scroll down to the Labels section and select the applicable labels.
To add labels for a person:
Go to Masters - Customers - Select customer - Click on Manage People - select the passenger - scroll down to the Labels section and select the applicable labels.
Using labels is very easy. Simply add the labels you want to use while adding a booking.
If you want to apply a label to a specific duty listing, go to Duties - click on the small gear icon - select Add Labels -choose and apply
Adding, removing and modifying the labels in a duty will show up in the activity log of that duty.
You can make use of labels to search for duties and bookings to export.
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