Tags

Tags are labels you make up yourself: Competition Team, Kids Class, Trial. Use them to filter your members list, to email a group, and to narrow the check-in list.

Create a tag

1. Open Tags in the menu.
2. Under Add a tag, type a Name and pick a Colour.
3. Tap Add Tag. Each name can be used once.

The list shows every tag and how many members carry it. Tap Edit to change a tag's name or colour, then Save. Tap Delete to remove it: it comes off every member, and any plan set to apply it stops doing so. The members themselves are not affected.

Tag members

One member: open their page from Members. Under Tags, tap a tag to put it on; tap it again to take it off. It saves at once.

Several at once:

1. On Members, tick the box beside each person (or the box in the header for everyone on screen).
2. In the bar that appears, pick the tag from Choose a tag....
3. Tap Add tag or Remove tag.

The tick boxes only appear once you have at least one tag.

Tag people automatically with a plan

When you create or edit a plan on Plans / Shop, choose an Auto-assign tag. Everyone who subscribes to that plan from then on gets the tag, including a lapsed member who comes back.

Two things it does not do:

• It doesn't tag people already on the plan when you set it. Tag them with the bulk steps above.
• It doesn't take the tag off when their membership ends. Tags stay until you remove them.

Use your tags

• Filter the members list: on Members, pick a tag in the filter next to the status filter (it starts on All tags). Export CSV then exports just that group.
• Email a tag: on Notifications, set the audience to Active members with a tag and choose the tag. Only active members get it.
• Narrow the check-in list: on Attendance, tap a tag to show only those members.

Related: A member's page, Create a membership plan or a session pack, Email your members.