What is a "Tag"? A tag is a label that shows up in various places in Enrollsy. All Tags are housed in one place but can be attached to Enrollments, Accounts, or Enrollees.
Where Tags Show Up
The following are all the places within Enrollsy where Tags show in the Admin Portal, Instructor Portal, and Customer Portal:
Admin Portal
The Enrollees table / Enrollments Tab (the default settings on the Enrollments Tab are to show Enrollment Tags, Account Tags, and Enrollee Tags; these columns are customizable on this tab)
The Enrollees table / Accounts Tab (only shows Account Tags, but you can filter by all Tags)
Enrollees table / Enrollees Tab (only shows Enrollee Tags, but you can filter by all Tags)
Each Enrollee's page in the Enrollee card (Enrollee Tags)
Each Enrollee's page under each Enrollment Card (Enrollment Tags)
Each Account page (Account Tags)
Each Billing page (Account Tags at the top and Enrollment Tags under each Enrollment Card)
The Leads page (shows Lead Tags under Submissions on the left menu bar)
The Classes page under each Class (shows Enrollment, Account, and Enrollee Tags)
The Classes page under Waitlists (shows Waitlist Tags)
The Classes page under each Class on the Rosters (accessible by the printer icon) - only shows Enrollment Tags
The Reports page under All Rosters (only shows Enrollment Tags)
The Instructors page (My Company > Users > Instructors) beside each Instructor (Instructor Tags)
Instructor Portal
In the following locations, all Tags (Enrollment, Account, and Enrollee) show lumped together. NOTE: Instructors can only edit Tags if they have the permission "Can edit customer account information" checked in their profile in the Admin portal.
The Classes page under each Class and each Enrollee (down arrow on the far right side)
The Classes page under each Class on the Attendance Sheet (accessible by the printer icon)
The Activities page under each Enrollee
Each Enrollee's page under their Enrollments
The Check In/Check Out page under each Enrollee
Customer Portal
(if Admin allows the Tag to be viewable by Account Holders):
My Account Page / Account (Account Tags)
My Account Page under each Enrollee's pages (Enrollee Tags)
My Account Page under each Enrollment card (Enrollment Tags)
Rosters
Rosters (from the Reports page or the Classes page) ONLY show Enrollment Tags at this time
Examples of Tags
The following are some examples of Tags we've seen clients use:
Allergies
Medication
No Photos
Scholarship
Emailed
Extended Care
Meals
Membership
No SMS
Reduced Rate
Staff
Tour Scheduled
Tour Completed
Bad Account
The list could go on and on. There are limitless things you can use Tags for. You can also trigger Tags in connection with certain Charge Items. See this article for more information.