The Automated Tagging feature automatically assigns and removes tags from customers based on predefined rules.
Tags created through automated rules can be used in the same way as standard customer tags, including for the following purposes:
- Automatically tagging customers in TableCheck Manager
- Filtering customers using automated tags
- Selecting recipients for EDM campaigns
Based on the rules configured under Auto-Tag Rules” in the Settings screen, tags are automatically applied to customer profiles, similar to the existing Customer Tags feature. When customers no longer meet the defined conditions, the tags are automatically removed.
Automated tags are displayed with an “Auto” icon, making them easy to distinguish from manually assigned customer tags.
Creating or modifying automated tag rules requires the Modify Auto-Tag Rules permission.
If Auto-Tag Rules is not visible in the left panel of the Settings screen, go to Settings > Users> Roles > Edit > Enable Modify Auto-Tag Rules.
If you need assistance with using this feature, feel free to reach out to global-support@tablecheck.com, and our team will be happy to help.
The following topics are covered in this article:
Disabling Rules & Tag Handling
Notes on Manually Removing Auto-Tags in TableCheck Manager
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. |
Setup Instructions
Step 1．Access Auto-Tag Rules
From the Settings home screen, navigate to:
Operations → Automated Tag Rules
Tip: You can also use the global search (🔍) at the top of the page to quickly find the feature.
Step 2. Create a new rule.
Click New Auto-Tag Rule.
Step 3: Configure Rule Settings.
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① Rule Name Enter a name for internal reference. |
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② Tag Assigned Select an existing tag, or Create a new tag using free text | |
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③ Rule Conditions Define the conditions for assigning the tag.
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④ Add condition Add additional conditions as needed. |
Rule Application Timing
Rules are triggered when customer data is updated.
Tags will be applied to existing customers only when an update occurs (e.g., new reservation or profile update).
Tag Rules Behavior
- Tags are automatically assigned when conditions are met
- Tags are automatically removed when conditions are no longer met
Important:
Rules can only remove tags created by the same rule.
Manually assigned tags (even with the same name) will not be removed.
Update Timing (Estimated)
| Rule Type | Update Timing |
| Most rules | Within 30 minutes of condition match |
| Reservation / visit history rules | A few hours after reservation updates |
| High-spend / VIP rules | Once daily |
Available Conditions
Customer Attributes
| Item | Description |
| Upcoming Anniversary | Customers with an anniversary within X days |
| Upcoming Birthday | Customers with a birthday within X days |
| Profile Language | Matches / does not match a specified language |
| Membership Program | Customers enrolled in a membership program |
Visit History
| Item | Description |
| Total Visits | Number of visits across locations (date range) |
| Total Cancellations | Number of cancellations (date range) |
| Total No-shows | Number of no-shows (date range) |
| Last Visit Date | Most recent visit date |
| Party Size | Historical party size (date range) |
| Booking Source | Reservation source (e.g., TableCheck, Tabelog) |
| Booking Channel | Walk-in, phone reservation, etc. |
| Visited Venues | Specific venues visited (multiple selectable) |
Spend (POS) *POS Integration required.
Item |
Description |
| Avg Spend per Person | Total spend ÷ number of guests |
| Avg Spend per Group | Average Spend per visit |
| Last Spend | Spend during the most recent visit |
| Total Spend | Cumulative spend |
| High-spending Customers | Top spenders within a date range |
Spend (TableCheck)
(Refers to the amount based on menu items registered in TableCheck reservation data.)
Item |
Description |
| Avg Spend per Person | Based on reservation menu data |
| Avg Spend per Group | Average spend per reservation |
| Last Spend | Spend during the most recent visit |
| Total Spend | Cumulative spend |
| High-spending Customers | Top spenders within a date range |
Survey *Survey feature required.
Item |
Description |
| Category Ratings | Based on specific survey category scores |
| Survey Response | Whether a customer responded or not |
| Overall Score | Total Survey score |
Example Rule Configurations
Example 1: Upcoming Birthday (within 7 days)
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Example 2: Low Survey Rating
Use case: Identify customers requiring special attention
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Editing Rules
Click the “…” (three-dot menu) next to a rule to:
- Edit the rule
- View activity history
- Delete the rule
If you want to stop applying a rule without removing existing tags, toggle the Enabled option (explained below) instead.
Disabling Rules & Tag Handling
Rules can be enabled or disabled individually.
When a rule is disabled, it is retained however no new tags will be assigned based on the matching condition.
Also when you disable an auto-tag rule, you can choose to
convert them into standard (manual) tags or
remove automated tags.
Notes on Manually Removing Auto-Tags in TableCheck Manager
When attempting to manually remove an auto-tag in TableCheck Manager, the following message will appear:
“The ‘xyz’ tag was created based on an automated tagging rule. If you delete it, it will not be assigned again to this customer in the future. Are you sure?”
If you choose not to remove it, the tag will be automatically recreated by the rule as long as the conditions continue to be met.
Before removing a tag, please consider whether it would be more appropriate to adjust the rule conditions instead.