---
title: How do I use tags and classifications to organize my profiles?
description: Customise ratings, tags, flags, and experiences to organise suppliers in Product Manager. Help your team match products to client needs and budgets quickly.
---

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June 15, 2026

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

## Customise ratings, tags, flags, and experiences to organise suppliers in Product Manager. Help your team quickly match products to client needs, budgets, and requirements.

**Quick Links**  
\- [What are tags and classifications?](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#What_are_tags_and_classifications)  
\- [Why use tags and classifications?](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Why_use_tags_and_classifications)  
\- [Who can manage classifications?](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Who_can_manage_classifications)  
\- [Accessing classification settings](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Accessing_classification_settings)  
\- [Setting up ratings](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Setting_up_ratings)  
\- [Setting up tags](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Setting_up_tags)  
\- [Setting up flags](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Setting_up_flags)  
\- [Setting up experiences](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Setting_up_experiences)  
\- [Saving your classifications](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Saving_your_classifications)  
\- [Assigning classifications to suppliers](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Assigning_classifications_to_suppliers)  
\- [Adding ratings](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Adding_ratings)  
\- [Adding commission information](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Adding_commission_information)  
\- [Adding flags](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Adding_flags)  
\- [Adding tags](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Adding_tags)  
\- [Adding experiences](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Adding_experiences)  
\- [Adding internal notes](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Adding_internal_notes)  
\- [Marking preferred suppliers](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Marking_preferred_suppliers)  
\- [Toggling between suppliers](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Toggling_between_suppliers)  
\- [Saving supplier classifications](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Saving_supplier_classifications)  
\- [Viewing classifications in Product Manager](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Viewing_classifications_in_Product_Manager)  
\- [Best practices for classifications](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Best_practices_for_classifications)  
\- [Team training](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Team_training)  
\- [Common use cases](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Common_use_cases)  
\- [Troubleshooting](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#Troubleshooting)  
\- [Need help?](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Why use tags and classifications?

**For your team:**  
\-  Quick supplier filtering  
\-  Match products to budgets instantly  
\-  Identify key characteristics at a glance  
\-  Consistent quality standards  
\-  Faster itinerary building

**For business efficiency:**  
\- Streamline booking processes  
\- Reduce research time  
\- Improve product alignment with client needs  
\- Better margin management  
\- Consistent service standards

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Accessing classification settings

#### Method 1: Via Product Manager

1\. Open **Product Manager**

![\_tags and classifications. gif 1](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%20gif%201.gif?width=670&height=482&name=_tags%20and%20classifications.%20gif%201.gif)  
2\. Find any supplier  
3\. Click "**Customise**" option

![tags and classifications. 1](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/tags%20and%20classifications.%201.jpg?width=670&height=482&name=tags%20and%20classifications.%201.jpg)

This opens the Supplier Options in Account Settings.

#### Method 2: Direct from Account Settings

1\. Navigate to **Setup \> Account**  
2\. Open "**Supplier**" tab  
3\. Click "**Manage Ratings & Tags**"

![\_tags and classifications. 2](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%202.jpg?width=670&height=482&name=_tags%20and%20classifications.%202.jpg)

This is where you tailor classifications to your company needs.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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

![\_tags and classifications. 3](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%203.jpg?width=670&height=482&name=_tags%20and%20classifications.%203.jpg)

**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

![\_tags and classifications. 4](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%204.jpg?width=670&height=482&name=_tags%20and%20classifications.%204.jpg)

#### 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

![\_tags and classifications. 5](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%205.jpg?width=670&height=482&name=_tags%20and%20classifications.%205.jpg)

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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Setting up tags

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

![\_tags and classifications. 6](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%206.jpg?width=670&height=482&name=_tags%20and%20classifications.%206.jpg)

#### Create useful tags

**Property characteristics:**  
\- Eco-Certified  
\- Family-Friendly  
\- Honeymoon-Suitable  
\- Pet-Friendly  
\- Wheelchair-Accessible  
\- Adults-Only  
\- All-Inclusive

**Location features:**  
\- Beachfront  
\- Mountain View  
\- City Centre  
\- Remote/Secluded  
\- Game Reserve

**Special features:**  
\- Spa on Site  
\- Conference Facilities  
\- Private Pool  
\- Butler Service  
\- Chef on Site

#### Add, edit, or delete tags

**Add new tag:**  
1\. Scroll to bottom of Tags section  
2\. Click in the titled box "**enter a tag**"  
3\. Enter tag name  
4\. Save

**Edit existing tag:**  
1\. Click on tag name  
2\. Modify text  
3\. Save changes

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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Setting up flags

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

![\_tags and classifications. 7](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%207.jpg?width=670&height=482&name=_tags%20and%20classifications.%207.jpg)

#### 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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Setting up experiences

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

![\_tags and classifications. 8](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%208.jpg?width=670&height=482&name=_tags%20and%20classifications.%208.jpg)

#### 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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Saving your classifications

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

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

![\_tags and classifications. 9](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%209.jpg?width=670&height=482&name=_tags%20and%20classifications.%209.jpg)

You can now assign these to relevant suppliers.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Assigning classifications to suppliers

#### Access supplier settings

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

![\_tags and classifications. 10](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2010.gif?width=670&height=482&name=_tags%20and%20classifications.%2010.gif)

The Rate & Tag panel opens.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Adding ratings

Select the **product rating** you created in settings.

![\_tags and classifications. 11](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2011.gif?width=670&height=482&name=_tags%20and%20classifications.%2011.gif)

**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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Adding commission information

Enter the **commission percentage** negotiated with the supplier.

![\_tags and classifications. 12](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2012.jpg?width=670&height=482&name=_tags%20and%20classifications.%2012.jpg)

**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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Adding flags

Select applicable **flags** from your list.

![\_tags and classifications. 14](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2014.jpg?width=670&height=482&name=_tags%20and%20classifications.%2014.jpg)

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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Adding tags

Select relevant **tags** for the supplier.

![\_tags and classifications. 13](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2013.jpg?width=670&height=482&name=_tags%20and%20classifications.%2013.jpg)

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

All become filterable in Product Manager.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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

![\_tags and classifications. 15](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2015.jpg?width=670&height=482&name=_tags%20and%20classifications.%2015.jpg)

**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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Marking preferred suppliers

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

![\_tags and classifications. 16](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2016.jpg?width=670&height=482&name=_tags%20and%20classifications.%2016.jpg)

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

Crown icon displays next to supplier name in Product Manager.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Toggling between suppliers

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

![\_tags and classifications. 17](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2017.jpg?width=670&height=482&name=_tags%20and%20classifications.%2017.jpg)

Efficient for updating multiple suppliers quickly.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Saving supplier classifications

Click "**Save**" after adding all information.

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

![\_tags and classifications. 18](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2018.jpg?width=670&height=482&name=_tags%20and%20classifications.%2018.jpg)

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Viewing classifications in Product Manager

#### Flags and preferred supplier icon

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

![\_tags and classifications. 19](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2019.jpg?width=670&height=482&name=_tags%20and%20classifications.%2019.jpg)

Instant visibility of critical information.

#### Internal notes

Click "**Content**" icon to open supplier details.

**Internal notes appear** below the information section.

![\_tags and classifications. 20](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2020.jpg?width=670&height=482&name=_tags%20and%20classifications.%2020.jpg)

Your team sees notes immediately when researching suppliers.

#### Filtering by classifications

Click "**Filter**" to access classification filters.

![\_tags and classifications. 21](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2021.gif?width=670&height=482&name=_tags%20and%20classifications.%2021.gif)

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

#### Commission visibility

Commission percentage **displays in Grid view**.

![\_tags and classifications. 22](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/How%20do%20I%20use%20tags%20and%20classifications%20to%20organise%20my%20profiles/_tags%20and%20classifications.%2022.jpg?width=670&height=482&name=_tags%20and%20classifications.%2022.jpg)

Easy visibility for margin decisions during itinerary building.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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

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### 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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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.

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### 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

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

### Need help?

**For classification setup:**  
\- Email: [support@wetu.com](mailto:support@wetu.com)  
\- Live chat: Available in your dashboard

**For Admin access:**  
\- Contact your account owner  
\- Or email: [support@wetu.com](mailto:support@wetu.com)

[back to top](https://knowledge.wetu.com/how-do-i-use-tags-and-classifications-to-organize-my-profiles#back_to_top)

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