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How to Create and Edit Tags
How to Create and Edit Tags

Use Tags to label Enrollees or Accounts to easily identify them

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

What is a Tag?

A Tag is a label on Enrollments that shows up in various places in Enrollsy. Examples of Tags:

Marking Enrollees/Accounts with Tags in Enrollsy

Where Tags Show Up

Admin Portal:

  • The Enrollees table beside each Enrollee

  • Each Enrollee's page under their Enrollments (left side)

  • The Leads page (under Submissions on the left menu bar)

  • The Classes page under each Class and each Enrollee (down arrow on the far right side)

  • The Classes page under Waitlists

  • The Classes page under each Class on the Rosters (accessible by the printer icon)

  • The Reports page under All Rosters

  • The Instructors page (My Company > Users > Instructors) beside each Instructor

Instructor Portal:

Customer Portal (if Admin allows the Tag to be viewable by Account Holders):

  • My Account Page under each Enrollee's pages

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.

Edit tags in Enrollsy

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

  • 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:

  • 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):

    tags as seen in Instructor App in Enrollsy
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