Apply tags to properties, units, contacts, and more to streamline how you manage your inventory and client needs.
Tags can represent features, amenities, locations, ratings, or client associations and whatever matters most to your business.
Tags Behave as Their Own Category
Use tags to link units, properties, contacts, and even documents together under one category.
It should be treated as one of your top setup categories:
Property
Unit
Tagging
Custom Fields
▶️Watch the following GIF to learn how to add a tag to a unit.
Why Use Tags?
Pricing Strategy or Rate Type:
Discounted, Corporate Rate, Seasonal Rate
Client or Account Tags:
Amazon, Deloitte, Relocation Co. A
Location-Specific Details:
Near Downtown, Close to Airport, Tech Corridor, School District 10
Amenities or Features:
Smart Stay, Washer/Dryer, Pet-Friendly, Balcony
You can assign multiple tags to any record. Tags are searchable and filterable—making it faster to find exactly what you need.
Best Practices for Effective Tagging
Keep tags short and descriptive.
Use consistent formatting (e.g., capitalize multi-word tags like Pet-Friendly instead of pet-friendly).
Regularly review and refine your tags to prevent clutter or duplication.