Release Date: April 9, 2026
Overview
The feeling of being “well taken care of” at a favorite restaurant plays a key role in driving guest satisfaction and repeat visits. However, as customer bases grow and staff turnover increases, it becomes increasingly challenging for teams to consistently track and manage guest preferences and relationships.
In addition, many users have highlighted the complexity of manual tag management, as well as inconsistencies in tagging customers with similar attributes.
To address these challenges, we are introducing the Automated Tagging feature.
This functionality automatically adds or removes customer tags based on predefined rules, ensuring consistency while significantly reducing manual effort.
The key benefits of auto-tagging are:
- Consistency: Standardizes tagging across customers with similar attributes
- Efficiency: Eliminates the need for manual tag management
- Flexibility: Automated tags function the same as standard tags
Automated tags can be used just like standard customer tags, including:
- Filtering customer segments
- Selecting recipients for EDM campaigns
- Generating actionable insights
By streamlining customer segmentation and enabling more accurate targeting, this feature empowers teams to:
- Deliver more personalized guest experiences
- Run more effective marketing campaigns
- Drive higher guest satisfaction and repeat revenue
The following topics are covered in this article:
Main Features
- Rule-based automated tagging: Supports a wide range of conditions, including customer attributes, visit history, spend (POS), total spend, and surveys.
- Use existing labels or create new ones: Select from existing custom labels, or add new ones using free text if no suitable label exists.
- Quick rule setup: Easily register common conditions such as “Regular Guest,” “Highly Rated Guest,” or “High-Spending Guest.”
- Visual distinction of automated tags: Tags applied automatically in TableCheck Manager are marked with an “Auto” label, making them easily distinguishable from manually assigned tags.
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Track application status: View rule-level activity (number of applicable customers) directly within the settings screen.
By creating rules under Auto-Tag Rules in the settings screen, tags can be automatically assigned and removed. For setup instructions, please refer to the page below.
Configuration Examples
Strategic use of automated tagging not only enhances the guest experience but also helps expand repeat visits and drive business revenue growth. Below are some example configurations to help you get started.
Single Tag
| Birthday | Tags are automatically applied to customers on their birthday (from the day itself up to 14 days after), enabling teams to anticipate and prepare for special occasion visits. |
| Repeat customers | Customers who meet a defined visit threshold (e.g., three or more visits) are automatically identified, allowing for targeted engagement of loyal guests. |
| Dormant customer | Customers who have not visited for more than 90 days since their last visit are automatically detected, supporting re-engagement initiatives. |
| Follow-up | Customers who provide low ratings in surveys are automatically tagged, enabling timely follow-up and service recovery actions. |
| VIP | High-value customers, such as top spenders based on lifetime spend, are automatically identified to support personalized service and retention strategies. |
Tag Combinations
| "Repeat customer" x "Upcoming birthday" | Create a sense of exclusivity for loyal guests by offering tailored birthday benefits and experiences. |
| "High Spender" x "Low Survey Score" | Prioritize service recovery by proactively addressing dissatisfaction among high-value (VIP) customers. |
| "Inactive Customers" x "Past Group Visits" | Re-engage dormant customers by promoting relevant group dining or event opportunities based on their past visit behavior. |
Restrictions
Changes will not be applied immediately to existing customers. Tags will be added or removed only when customer data updates are detected, such as new reservations or profile changes.
Automatic tagging will only remove tags that were created by automated tagging rules. Manually applied tags with the same name will not be affected or removed by the system.
If an automatically assigned tag is manually deleted in TableCheck Manager, that customer will not be reassigned the same tag through the rule again. To permanently exclude a customer, it is recommended to modify the rule itself.
Estimated time for changes to be reflected:
If no specific update frequency is defined, customer data is typically updated within 30 minutes after a relevant change is detected. However, rules based on reservations, visit history, or POS spend may take several hours to fully reflect.
Operational Precautions
Examples of Key Response Rules
| Category | Example conditions | Update frequency |
|---|---|---|
| Customer information | Upcoming birthdays/anniversaries, Profile language | Daily |
| Visit History | Total number of visits, last visit date, number of cancellations, etc. | Approximately every 3 hours |
| POS Spend | Average spend, cumulative spend, high-value customers, etc. | Daily (varies depending on condition) |
| Survey | Category-specific ratings, overall scores, etc. | ― |
Frequently Asked Questions (FAQ)
Q. Will the rules be reflected for existing customers immediately after creation?
A. No. Rules will only be applied when customer information or reservation data is updated. They will not be applied in bulk immediately after creation.
Q. How can I identify automatically applied tags?
A. Automatically assigned tags are displayed with an “Auto” label in TableCheck Manager.
Q. How long does it take for changes to be reflected?
A. In most cases, changes are reflected within 30 minutes. However, depending on the rule type, it may take several hours to up to one day.
Q. Can automatic tags be linked with flags?
A. Yes. Automatic tags can be linked with flags in the same way as standard customer tags.