INTRODUCTION
Feature Summary: Add tags to events.
Use Cases: By adding tags to events, system users and members can quickly search, filter, and locate events that match their specific interests. Seamlessly organize events based on themes, topics, or any other criteria that matter to your organization.
PREREQUISITES
Know how to create events.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to SETTINGS > EVENT SETTINGS.
Click the Tags icon.
On the tags page, click the Create Tag button.
On the Create Tag popup:
Enter a unique tag name.
Change the background and text colors. (optional)
Confirm the Active status. By default, the tag is active. Uncheck the Is Active box to disable the tag (i.e. it will not display in member portal filters or in the drop-down of tags in the event selector).
Confirm the Public status. By default, the tag is public. Uncheck the Is Public box to disable the tag (i.e. it will not display on the member portal).
CourtReserve adds the tag to the table. To change the order of tags in the table, click and drag an icon to a new location.
FEATURE USAGE - ADMINS' PERSPECTIVE
Filter the Events table
System users can use tags to filter a list of events.
Go to EVENTS > LIST on the side menu.
Click the Filter button.
Go to the side panel and click the Tags. Select one or more tags and then click the Apply button. CourtReserve filters the table.
Filter a Transactions List
Use tags to filter the number of items that appear on a Transactions list.
Go to TRANSACTIONS > TRANSACTIONS LIST on the side menu.
Click the Filter button.
Go to the Tag(s) field and select one or more options.
Filter a Report
System users can apply a tag when running an Events report.
Go to REPORTS > EVENTS on the side menu.
Select a report type.
Go to the Tag(s) field and select one or more options.
FEATURE USAGE - USERS' PERSPECTIVE
On the member portal, players can select one or more tags to display specific types of events.
What's next?