How do I use tags and classifications to organize my profiles?

Quick Links
- What are tags and classifications?
- Why use tags and classifications?
- Who can manage classifications?
- Accessing classification settings
- Setting up ratings
- Setting up tags
- Setting up flags
- Setting up experiences
- Saving your classifications
- Assigning classifications to suppliers
- Adding ratings
- Adding commission information
- Adding flags
- Adding tags
- Adding experiences
- Adding internal notes
- Marking preferred suppliers
- Toggling between suppliers
- Saving supplier classifications
- Viewing classifications in Product Manager
- Best practices for classifications
- Team training
- Common use cases
- Troubleshooting
- Need help?

What are tags and classifications?

Organise and filter suppliers using customisable classifications:

Ratings:
- Internal quality scoring (e.g., Premium, Standard, Budget)
- Budget categorisation
- Custom rating system for your company

Tags:
- Product characteristics (Eco-friendly, Family-friendly, Romantic)
- Filter options in Product Manager
- Customisable to your needs

Flags:
- Important alerts displayed next to supplier names
- Visible warnings or highlights
- Critical information for consultants

Experiences:
- Key activities sold (Safari, Beach, Cultural, Adventure)
- Filter by client interests
- Match products to requests

Who can manage classifications?

Admin users can customise ratings, tags, flags, and experiences.

All users can view and filter by these classifications in Product Manager.

Privacy: This information is only visible within your account. No other Wetu users or travellers can see it.

Accessing classification settings

Method 1: Via Product Manager

1. Open Product Manager
2. Find any supplier
3. Click "Customise" option

This opens the Supplier Options in Account Settings.

Method 2: Direct from Account Settings

1. Navigate to Account Settings
2. Open "Supplier" tab
3. Click "Manage Ratings & Tags"

This is where you tailor classifications to your company needs.

Setting up ratings

Upload rating icons

1. In Ratings section, upload icons for each rating level
2. Icons display in Product Manager for visual recognition
3. Recommended size: 50x50 pixels or similar

Visual cues help consultants identify ratings quickly.

Customise rating names

Examples:

Budget-based:
- Luxury
- Upper Mid-Range
- Mid-Range
- Budget
- Economy

Quality-based:
- Premium
- Standard
- Basic

Star-based:
- 5-Star
- 4-Star
- 3-Star

Custom:
- Platinum
- Gold
- Silver
- Bronze

Add additional ratings

1. Click in the box titled "Enter a rating"
2. Type your rating name
3. Upload icon for the rating
4. Add as many levels as needed

Keep it simple: 3-5 rating levels work best for most companies.

Setting up tags

Tags are used as filters in Product Manager to identify important product characteristics.

Delete tag:
1. Find tag to remove
2. Click delete icon
3. Confirm deletion

Setting up flags

Flags display next to the profile name in Product Manager for critical visibility.

Create useful flags

Warnings:
- Slow Response Time
- High Cancellation Fee
- Strict Payment Terms
- Limited Availability

Highlights:
- Best Commission
- Exclusive Contract
- Priority Partner
- Recently Inspected

Operational:
- Requires Deposit
- Direct Contact Only
- No Online Booking
- Blackout Dates Apply

When to use flags

Use flags for information that:
- Consultants need to see immediately
- Affects booking decisions
- Requires special handling
- Impacts client experience

Don't overuse: Too many flags create visual clutter.

Setting up experiences

Experiences help identify key activities you sell so consultants can match products to client requests.

Create relevant experiences

Activity types:
- Safari/Game Drives
- Beach & Watersports
- Cultural Tours
- Adventure Activities
- Wellness & Spa
- Food & Wine
- Wildlife Experiences
- Photography Tours

Destination types:
- National Parks
- Coastal Resorts
- Mountain Lodges
- Urban Hotels
- Island Retreats

Special interests:
- Birding
- Conservation
- Community Tourism
- Luxury Travel
- Budget Adventures

How experiences work

As filters in Product Manager:
1. Consultant receives client request for "Safari and Beach"
2. Filters Product Manager by these experiences
3. Sees only suppliers offering both
4. Builds itinerary faster

Saving your classifications

After setting up ratings, tags, flags, and experiences:

1. Review all entries
2. Click "Save"
3. Changes apply immediately

You can now assign these to relevant suppliers.

Assigning classifications to suppliers

Access supplier settings

1. Stay in Supplier Tab (Account Settings)
2. Search for the supplier you want to update
3. Click "Rate & Tag"

The Rate & Tag panel opens.

Adding ratings

Select the product rating you created in settings.

Why rate suppliers:
- Help new consultants match products to budgets
- Ensure consistent quality standards
- Quick visual identification
- Align with traveller needs

Example:
- Client has luxury budget → Filter for "Luxury" rated suppliers
- Client budget-conscious → Filter for "Mid-Range" suppliers

Adding commission information

Enter the commission percentage negotiated with the supplier.

Benefits:
- Quick visibility when building itineraries
- Swift margin and mark-up decisions
- No searching through contracts
- Accurate profit calculations
- Team-wide commission knowledge

Example:
"15%" or "12.5%"

Update regularly when commissions change.

Adding flags

Select applicable flags from your list.

Multiple flags can be added to one supplier.

Example:
A supplier might have:
- ⚠️ Requires Deposit
- ⭐ Best Commission

Both flags display next to their name in Product Manager.

Adding tags

Select relevant tags for the supplier.

Example:
For a family-friendly eco-lodge near a beach:
- Eco-Certified
- Family-Friendly
- Beachfront
- Spa on Site

All become filterable in Product Manager.

Adding experiences

Select experiences this supplier offers.

Example:
Safari lodge might offer:
- Safari/Game Drives
- Wildlife Experiences
- Photography Tours
- Cultural Tours

Consultants can filter for these when building safari itineraries.

Adding internal notes

Add internal notes for your team.

What to include:
- Booking procedures
- Special requirements
- Contact preferences
- Payment terms
- Blackout dates
- Historical issues
- Client feedback themes

Example:
Contact: Sarah Johnson (sarah@property.com)
Booking: Requires 30% deposit within 48hrs
Payment: NET 30 from check-out
Notes: Very responsive. Best rates for groups 8+
Avoid: Dec 20-Jan 5 (fully booked annually)

Internal notes visible in Product Manager when viewing supplier content.

Marking preferred suppliers

Tick the checkbox to add the crown icon indicating a preferred supplier.

Why mark preferred:
- Priority consideration
- Best partnerships
- Reliable service
- Strong commission
- Quality assurance

Crown icon displays next to supplier name in Product Manager.

Toggling between suppliers

Use arrows next to the supplier name to move between suppliers without closing the panel.

Efficient for updating multiple suppliers quickly.

Saving supplier classifications

Click "Save" after adding all information.

A green tick icon appears next to "Ratings & Tags" confirming changes saved.

Viewing classifications in Product Manager

Flags and preferred supplier icon

Displayed directly next to profile name:
- Flags you've set
- Crown icon (preferred supplier)

Instant visibility of critical information.

Internal notes

Click "Content" icon to open supplier details.

Internal notes appear below the information section.

Your team sees notes immediately when researching suppliers.

Filtering by classifications

Click "Filter" to access classification filters.

Filter by:
- Ratings - Specific quality/budget levels
- Tags - Product characteristics
- Flags - Important alerts
- Experiences - Activities offered

Commission visibility

Commission percentage displays in Grid view.

Easy visibility for margin decisions during itinerary building.

Best practices for classifications

Keep it consistent

Rating system:
- Use same criteria for all suppliers
- Document what each rating means
- Train team on rating standards
- Review ratings annually

Tags:
- Use consistent terminology
- Avoid redundant tags
- Keep tag list manageable (15-20 max)
- Archive unused tags

Use flags sparingly

Effective flag use:
- Maximum 2-3 flags per supplier
- Reserve for critical information
- Remove flags when no longer relevant
- Use clear, concise language

Ineffective:
- Too many flags (visual clutter)
- Vague flags ("Check details")
- Outdated flags

Make tags specific

❌ Too vague: "Good for families"
✅ Specific: "Family-Friendly" (as a defined tag)

❌ Too broad: "Nice property"
✅ Specific: "Boutique," "Luxury," "Adults-Only"

Update regularly

Monthly:
- Review commission rates
- Update internal notes
- Add new suppliers

Quarterly:
- Audit ratings for accuracy
- Remove unused tags/flags
- Update preferred supplier list

Annually:
- Full classification system review
- Clean up redundant tags
- Retrain team on system

Team training

Train on classification system

For new consultants:
1. Explain rating system and criteria
2. Show how to filter by tags
3. Explain flag meanings
4. Demonstrate experience filters
5. Review commission visibility

For all team:
- Document classification definitions
- Create quick reference guide
- Regular refreshers on system
- Share updates when classifications change

Create internal documentation

Classification guide should include:

Ratings:
- What each rating means
- Budget ranges
- Quality standards
- Examples

Tags:
- Full tag list with definitions
- When to use each tag
- Examples of tagged properties

Flags:
- What each flag means
- When flags are added
- Action required for each flag

Experiences:
- Activities included
- How to filter effectively
- Example searches

Common use cases

Use Case 1: Budget-conscious client

Client: Family of 4, mid-range budget, needs family-friendly beach resort.

Use classifications:
1. Filter by Rating: "Mid-Range"
2. Filter by Tag: "Family-Friendly" + "Beachfront"
3. Filter by Experience: "Beach & Watersports"
4. Check commissions for best margin
5. Select top options

Result: 3-4 perfectly matched properties in seconds.

Use Case 2: Luxury safari

Client: Honeymoon couple, high budget, eco-conscious, photography focus.

Use classifications:
1. Filter by Rating: "Luxury"
2. Filter by Tag: "Honeymoon-Suitable" + "Eco-Certified"
3. Filter by Experience: "Safari" + "Photography Tours"
4. Check preferred supplier status
5. Review internal notes for booking tips

Result: Exclusive, eco-certified safari lodges with photography guides.

Use Case 3: Group booking

Client: Corporate group, 15 pax, needs conference facilities and team-building.

Use classifications:
1. Filter by Tag: "Conference Facilities"
2. Filter by Experience: "Team Building" or "Adventure Activities"
3. Check flags for "Requires Deposit" or "Group Rates"
4. Review internal notes for group booking procedures
5. Check commission for group bookings

Result: Suitable venues with correct facilities and booking requirements.

Troubleshooting

Classifications not appearing in Product Manager
- Ensure you saved after creating them
- Refresh Product Manager
- Check you're logged in as correct user
- Clear browser cache

Can't edit classifications
- Verify you have Admin access
- Contact account owner for permissions
- Try different browser
- Log out and back in

Tags/flags not filtering correctly
- Ensure tags applied to suppliers correctly
- Check filter selections
- Verify suppliers actually have those classifications
- Refresh page

Commission not displaying
- Check commission added in Rate & Tag panel
- Ensure saved properly
- Switch to Grid view (commission doesn't show in all views)
- Refresh Product Manager

Internal notes not visible
- Click "Content" icon to open details
- Scroll to information section
- Notes appear below supplier info
- Refresh if not showing

Need help?

For classification setup:
- Email: support@wetu.com
- Live chat: Available in your dashboard

For Admin access:
- Contact your account owner
- Or email: support@wetu.com

vs.1.0.21.03.2026