Automatically Assigning a Tag via Membership

SOP: Automatically Assigning a Tag via Membership

To automatically assign a specific tag to a member when creating a personal training membership.

Create a tag for the specific membership type (e.g., PT for personal training).
Assign the tag to the relevant membership plans.
Set up the personal training sessions.
Choose the plan for the member.
Adjust pricing as needed.
Create a payment for the membership.
Create the membership, which will automatically add the assigned tag to the member's profile.
Verify the tag by checking the member's profile for the assigned tag (e.g., PT for personal training).
Easily sort and filter members by membership tags for efficient management.

Ensure that the correct tag is assigned to the appropriate membership plans to avoid confusion.
Double-check the pricing and payment details before creating the membership to prevent errors in billing.

Create standardized naming conventions for tags to easily identify and manage different membership types.
Regularly review and update membership tags to maintain accurate member categorization.
Utilize sorting and filtering features to quickly access members with specific tags for targeted communication or management purposes.