Contact Flags

Contact flags are notes that are visible from Class Kiosk or Roll Call or Both!

Emily Smart avatar
Written by Emily Smart
Updated over a week ago

You can now add one or many notes against your contacts so that you or your trainers can be alerted to important information about your contacts at check in time. A contact note can be made visible via Roll Call, Kiosk Mode or both as you need. 

Adding a contact flag

From the contact profile, there is a Flag link at the bottom of the contact information form section. Click on this to add a flag.

There are few options when adding a flag that can help make these notes easier to read/interpret when you or your staff are reading them at check in via Roll Call or Class Kiosk mode. This is very similar to adding a note, however, you can also colour code your flags and decide whether or not the flag will be able to be seen via class kiosk mode. 

It is important to check or uncheck this option as needed as class kiosk mode is a self check in mode, so flags made available here may be seen by the members or prospects. 

Editing/Deleting Flags 

Once you have added one or more flags to a contact, you will see this on the contact's profile (as below). You can click on the existing flags to edit or remove them at any time.

Viewing Flags in Roll Call or Kiosk Mode
You will now see an alert icon (!) in roll call or class kiosk to let you know the contact has one or more active flags (as below).

Managing Flags from Roll Call or Kiosk Mode

Tap or click on the alert icon to view the flags. Here you will see an option to dismiss the flag if you need as well. 

Add Flags to contacts in Bulk

Go to Reports, and create a report (or select an existing report) that includes the contacts you would like the flags added to.

View the report and click on the three dots at the top right hand side of the page. Select the Perform Bulk Action option.

From the bulk actions tray, choose the option to Add a flag for every contact in report.
Then complete the details for the Flags, including colour, title and description.

You can choose if the flag is added to contacts who already have a flag, and if the flag appears in kiosk mode.

Enter your email address and then click the Perform action button at the bottom right hand side. This will add the flag to all contacts that appear on the report.

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