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Tags

Grouping members together

Updated this week

What are tags and how can I use them?

Organise members using custom labels for targeted actions

Tags let you assign custom labels to members — either individually or in bulk — so you can quickly filter and take action on specific groups, regardless of plan or membership status.


Package

This feature is available on the Complete package only.


Why Use This Feature?

Tags give you flexible ways to:

  • Group members by any criteria you choose

  • Filter and message only the relevant members

  • Avoid duplicate communication across plan types

  • Assign multiple tags to the same member without restrictions

You can create and manage tags based on whatever makes sense for your club — from sunbed access to event attendance or anything in between.

Example Use Case

You offer several plans that include sunbed access. Rather than messaging each plan type separately or sending irrelevant updates to all members, you:

  1. Create a Sunbed tag

  2. Apply it to all relevant members (across multiple plans)

  3. Filter by the Sunbed tag in the Members Grid

  4. Send an update to just that group when needed


How to add a new Tag to an individual, or group of members:

Option 1

Individual member tagging:

  1. Go to the member’s Profile

  2. Under the Comms Hub, type in the name of the tag (e.g. sunbed)

  3. Press Enter on your keyboard

  4. Click Save — the tag is now added to that member

Option 2

Bulk add a new tag to multiple members:

  1. Go to the Members Grid

  2. Filter by Member Status or Membership Package

  3. Click Selected Member Options → Add/Remove Tags

  4. Type in the new tag name

  5. Press Enter, then click Go
    The tag will be applied to all selected members


How to Apply an Existing Tag

Option 1: Tag an individual member with an existing tag

  1. Go to the member’s Profile

  2. Start typing the tag name — select it from the dropdown

  3. Click Save to apply the tag

Option 2: Bulk apply an existing tag to multiple members

  1. Go to the Members Grid

  2. Filter by Member Status or Membership Package

  3. Click Selected Member Options → Add/Remove Tags

  4. Start typing the tag name and select it

  5. Press Enter, then click Go


How to remove tags:

⚠️ Once a tag has been removed from all members, it is deleted from the system. You’ll need to recreate it if you want to use it again later.

Option 1: Remove a tag from an individual member

  1. Go to the member’s Profile

  2. Click the X on the tag you want to remove

  3. Click Save

Option 2: Bulk remove a tag from multiple members

  1. Go to the Members Grid

  2. Filter by the group you want to update

  3. Click Selected Member Options → Add/Remove Tags

  4. Enter the tag name under the Remove section

  5. Click Go to remove the tag from all selected members

Helpful Tip

Use Tags for Smarter Communication -

Use tags to create targeted communications — whether it’s for facilities like sunbeds, event participants, age-based groups, or anything specific to your club. Let your members know why they’re tagged (e.g. "You’ve been tagged as Sunbed because your membership includes sunbed access") to give them extra clarity and value.


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