Creating custom tag(s) allows you to group together particular contacts, such as teams. This makes identifying a set group of users easier, you can use the filters in the contacts page to email those with the tags linked.
You can create tags in a number of different places within the platform. You can create them when creating a new membership package, a new coaching course or from within the Contacts module.
Step 1: To create a custom tag(s), you first need to go into the Contacts module in the Admin area on the left hand side.
Step 2: Select the blue 'Contact Options' button in the top right hand corner, then click on 'Contact tags'.
Step 3: Here you will be able to create your custom tags. Please remember to click 'Save tags' once you have created your custom tags.
You will now be able to assign your custom tags to your members. To apply this tag to multi members, click here.
To add tags in coaching courses see: Creating a Custom Coaching Programme
Please note: You can assign tags to both LTA and custom categories.
To add tags in the Membership module : Creating a Membership Package
To remove tags from the Contacts module, you can do this individually or in bulk, after selecting the players you wish to remove tags, by using the filters. They should have a blue tick next to their name, click on the action dots in the Contacts module and select remove tags and save.
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