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Set up Event Tags

Label, Filter, and Report on Events with Custom Tags

Written by Mari Bern

Introduction

Feature Summary: Event tags are short, color-coded labels you add to events, such as Adult, Junior, or Social. Tags appear on events in the member portal and give system users and players another way to filter and find events.

Use Cases:

  • Help players find events that match their interests, age group, or skill level in the member portal

  • Group related events across different event categories, such as all junior tennis and junior pickleball events

  • Filter the events list, transactions list, and events reports by tag

  • Match tag colors to your club’s branding


Prerequisites

Understand how to create events.


Overview

Event tags are short labels that help you identify and group events. Examples include Adult, Junior, Tennis, and Social. A single event can have more than one tag, and the same tag can apply to events in different event categories.

After you create tags on the Tags page, you can add them to events. Players can use public tags to filter events in the member portal, and system users can use tags to filter the events list, transactions list, and events reports.


Setup Requirements

  1. Log in to the admin dashboard.

  2. Go to Settings > Event Settings.

  3. Click the Tags icon.


Create a Tag

  1. On the Tags page, click Create Tag.
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  2. In the Create Tag panel, enter a unique tag name in the Name field.

  3. Under Appearance, select a Background Color and a Text Color for the tag. The Preview shows how the tag will look.

  4. Under Status, confirm the following settings:

    • Is Active - Checked by default. Uncheck to disable the tag. A disabled tag no longer appears in the tag drop-down when setting up events, in the tag filters for events, transactions, and reports, or in the member portal. The tag stays in the Tags table with an Inactive badge, and you can re-enable it at any time by editing it and checking Is Active.

    • Is Public - Checked by default. Uncheck to hide the tag from players in the member portal. System users can still select the tag when setting up events and filtering the events table, transactions, and reports.

  5. Click Save.
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CourtReserve adds the tag to the bottom of the table.


View Tag Status

The Tags table shows the status of each tag:

  • Inactive - This badge appears next to the tag name when Is Active is unchecked.

  • Is Public - Shows Yes when the tag is visible to players in the member portal and No when it isn’t.


Change the Order of Tags

The order of tags on the Tags page sets the order tags appear on event cards and in the Filter Events panel for players.

  1. On the Tags page, click Sort Items.

  2. In the Rows list, click and drag the handle next to a tag to move it to a new position.

  3. Click Apply to save the new order, or click Cancel to close without saving.


Edit or Delete a Tag

  1. On the Tags page, find the tag in the table.

  2. Click the ... menu at the end of the row.

  3. Select Edit to update the tag’s name, colors, or status, then click Save. Select Delete to remove the tag.


Choosing Colors for Event Tags

The Create Tag panel has separate color pickers for Background Color and Text Color. You can choose each color in two ways:

Color Picker

  • Click or drag in the large color field to adjust shade and brightness.

  • Drag the horizontal slider to select the hue (color family).

HEX Code

Enter a HEX code (for example, #284B74) in the field next to the HEX drop-down. A HEX code is a six-digit code that represents a specific color. If your club has official branding guidelines, you can usually find the HEX codes for your brand colors in your style guide or website stylesheet.

To use white for the Text Color, do one of the following:

  • Enter #FFFFFF in the HEX code field.

  • Drag the dot in the color field to the top-left corner.

As you adjust either color, the Preview updates so you can check that the text is easy to read against the background.

Note: White text is easiest to read on darker background colors. Light colors, such as yellow or light green, can make white text hard to read.


Admin Perspective

Filter the Events Table

System users can use tags to filter a list of events.

  1. Go to Events > List on the side menu.

  2. Click the Filter button.

Go to the side panel and click Tag(s). Select one or more tags and then click the Apply button. CourtReserve filters the table.


Filter a Transactions List

  1. Go to Transactions > Transaction List on the side menu.

  2. In the Tag(s) field, select one or more tags.

  3. Set any other filters, such as Start Date and End Date.

  4. Click Run Report.


Filter an Events Report

System users can apply a tag when running an Events report.

  1. Go to Reports > Eevents on the side menu.

  2. Select a report type.

  3. Go to the Tag(s) field and select one or more options.


Player Perspective

Public, active tags appear on each event card in the member portal, using the colors you set. Tags give players a quick visual cue for what each event is about, such as the age group, sport, or event type, before they open the event.

Players can also filter the events list by tag to show only events with those tags.


Summary

Event tags are short, color-coded labels that help system users and players identify and group events. You create and manage tags on the Tags page under Settings > Event Settings, where you can set each tag’s name, colors, and status, change the order tags appear in, and edit or delete tags. You add tags to an event on the event’s General Info tab, and a single event can have more than one tag.

In the admin panel, system users can filter the events list, the Transaction List, and events reports by tag. In the member portal, public, active tags appear on each event card so players can quickly see what each event is about, and players can filter events by tag in the Filter Events panel.

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