What is a Tag?
A Tag is a label on Enrollments, Enrollees, or Accounts that shows up in various places in Enrollsy. See below for where Tags are visible in the Admin portal, Instructor Portal and Customer Portal.
Admin Portal:
The Enrollees table / Enrollments Tab (Enrollment Tags, Account Tags, and Enrollee Tags)
The Enrollees table / Accounts Tab (Account Tags)
Enrollees table / Enrollees Tab (Enrollee 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 and Enrollment Tags)
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 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
The Classes page under each Class on the Attendance Sheet
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 shows Enrollment Tags at this time
How to Create a Tag
If you have access to manage your Tags, you can create and add Tags by following these steps:
Step 1 - Open Tag List
Open the Tags list by clicking the plus sign icon if the Lead or Enrollee has not been tagged already.
Step 2 - Add a New Tag
After opening the tag window, to add a new Tag, click on the blue round plus button at the bottom.
Step 3 - Choose Settings
Next, choose the settings you want the Tag to have:
Add the Tag's label
Choose who can view the Tag (Admin by default, plus the option of adding Instructors and/or Primary Account Holder). See Making a Tag Visible to Others below.
Select whether you want that Tag to be shown in the Class Rosters by selecting the box beside "Show in Rosters."
Set up any triggers you want. This means that an enrollment/Enrollee will be auto-tagged every time the selected Charge Item is placed on a customer account for that enrollment.
Choose the color of the Tag.
Click "Submit" to save the Tag and the settings.
How to Edit a Tag
You can edit available Tags by clicking the Tag and then the pencil icon. Edit any of the settings, then click "Save."
How to Make a Tag Visible to Others
Primary Account Holder
Setting the "Who can see this Tag" setting to "Primary Account Holder" will show the Tag to an Account Holder within the Customer Portal on the Accounts page:
Instructor
Setting the "Who can see this Tag" setting to "Instructor" will show the Tag to an Instructor in the Instructor Portal (Classes, Activities, or Check In/Out pages):
