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What is a Tag?

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

Marking Enrollees/Accounts with Tags in Enrollsy

Where Tags Show Up

Admin Side:

  • 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 opening up the tag selection popup. Open the Tags list by clicking the plus sign icon if the Lead or Enrollee has not been tagged already.

Plus sign means has not been tagged in Enrollsy

After opening the tag window, to add a new click on the blue round plus button at the bottom. Then do the following:

  1. Add the Tag's label

  2. 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.

  3. Select whether you want that Tag to be shown in the Class Attendance Sheets

  4. 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.

  5. Choose the color of the Tag and click Save.

    Edit tags in Enrollsy

How to Edit a Tag

‍You can edit your available Tags list by opening the Tag selection popup. Open the Tags list by clicking the Tag itTagf if the Lead or Enrollee has been Tagged already.

Has been tagged in Enrollsy

Making a Tag Visible to Others

  • Setting the visibility to "Primary Account Holder" will show the Tag toTage user within their customer account portal.

  • Setting the visibility to "Instructor" will show the Tag toTage instruInstructorn their portal (see the screenshot below of what this looks like to the inInstructor

    tags as seen in Instructor App in Enrollsy

Further Reading:

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