Tags in Groovio are essential for organizing and managing class options, packages, and student searches. The Tags View allows you to manage these tags easily, ensuring they are up-to-date and accurately reflect your offerings.
What Tags Are and Why They Matter
Tags connect payment types — like memberships and packages — to the specific classes they can be used for. By adding tags, you ensure that a membership or package can be applied to matching classes. Tags also let students search for classes by type in the mobile app, and students can see the tags when viewing a class. You can create tags directly from Manage Studio > Tags or while setting up a new class.
Accessing the Tags View
To view and manage tags, go to Groovio > Manage Studio > Tags. Here, you’ll see a list of all existing tags and options to make updates as needed.
Managing Tags
In the Tags View, you can perform the following actions:
View All Tags: See a complete list of tags currently in use, which helps you track and organize classes, packages, and other tagged items.
Create New Tags: Add new tags to categorize classes, packages, or other items. This feature allows you to specify unique identifiers for different offerings (e.g., “Beginner,” “Advanced,” or specific equipment like “Pole” or “Silks”).
Edit Tag Names: Update the name of any existing tag. Editing tag names helps you keep your categories accurate and relevant as your offerings evolve.
Delete Tags: Remove any tag that is no longer needed. Deleting unused tags keeps your system organized and ensures only relevant options are available for tagging.
Using the Tags View in Groovio keeps your class and package organization efficient, making it easier for students and staff to find what they need.
Student Tags: Controlling Class Visibility & Booking
Student Tags (managed under Manage Studio > Tags > Student Tags) can also be used to control how students interact with a class. When scheduling a class, you can choose to:
Let only students with a specific tag see and book the class, or
Let everyone see the class, but allow only students with the tag to book it.
This is ideal for restricting level bookings to students who hold the appropriate tag (for example, only "Intermediate" students can book an intermediate class). You set this up at the time of scheduling — see How to schedule a class for the full walkthrough. You can also attach a waiver to a student tag so that anyone assigned that tag is prompted to sign it (see Using the Waivers & Policies Feature).
Class tags vs. student tags: the two do different jobs.
Class tags go on classes, memberships and packages, and control which memberships and packages can pay for a class.
Student tags go on students, and control who can see or book a scheduled class. Set this on the scheduled class (when scheduling, or by editing the scheduled class) using Tag Visibility and Restrict booking to tags.
Student tags can't be added to packages or memberships, so they can't limit who buys a package or membership. If you only want staff to give out a package or membership, make it Private — private packages and memberships can only be assigned by staff.
Finding students with a tag: On the student list (Manage Studio > Students), use the Filter by tag dropdown to show only the students who have a given tag. A student's tags are also shown in the top section of their profile.
Tags on the class list: When you open a class from the Schedule, the booked students list has a Tags column showing each student's tags. The first tag shows on the row. If there are more, click the +N chip to see them all. For a child's booking, the column shows that child's own tags, not the parent's.
Tagging students automatically: When editing a student tag, use Apply this tag when a student books to choose classes. Booking any of those classes gives the student the tag. Leave it empty to never apply the tag automatically.
Sending a message when a tag is given: Use the Student Tagged trigger in Marketing > Automated Messages to send an email, SMS or push whenever a student gets a tag. You can limit it to specific tags. When editing a tag, click View automated messages sent when this tag is given to jump straight there.
Tagging Children
You can give a child their own student tags, separate from their parent's. This is useful when siblings are at different levels.
One child: Open the parent's profile, go to the Children tab and click Edit tags on the child's card.
Many students or children at once: Go to Manage Studio > Tags > Student Tags, open the tag's actions menu and click Bulk Apply. Search by name or email. Children show as "Name (child of Parent)". Select everyone and click Apply to … student(s).
A child's tags show on the class list for that child's bookings, in the student list Filter by tag, and in the activity log.
Dynamic customer lists: child tags do count for dynamic customer lists in Marketing. If a list uses a tag rule, a child with that tag is included and so is their parent account, so a campaign sent to that list reaches the family.
Good to know: Child tags don't yet control class visibility or booking, tag waivers or tag-based automated messages. Those still use the parent account's tags.
Tips for Using Tags Effectively
Plan Ahead: Once a class, membership, or package has been booked or purchased, its associated tags become locked. While you won't be able to remove these tags directly, removal can be requested through admin intervention if necessary. You can always add new tags you may need in the future.
Use Clear, Specific Wording: Choose tags carefully to avoid accidental misapplication. Use distinct wording for each tag to ensure they are only applied to the intended memberships, packages, or classes.
Retain Active Tags: Groovio requires at least one tag to remain active for every class, so while planning, ensure essential tags like 'Casual' or 'Practice' are included.
Using Tags with Packages, Memberships & Specials
Discount codes are applied to individual items and don’t use tags, meaning they can't group multiple items for bundled discounts. To offer discounts on bundles, set up packages and add relevant tags to classes (or use the multi-course discount feature).
Examples of Package Specials and Suggested Tags
Beginner Bundle Sale: Offer a discount when a student signs up for two beginner or introductory classes. Add specific tags (e.g., Beginner Static Pole, Beginner Hoop) to these classes to limit eligibility to beginner classes only.
Tags Needed: Beginner Static Pole, Beginner Spin Pole, Beginner Hoop, Beginner Hammock, Beginner Silks, Beginner Trapeze, Beginner Heels
Specific Type Casual Bundle Sale: Offer a discount for students who register for a full term of stretch and strength classes, for example. Use specific casual tags to apply discounts to the right classes.
Tags Needed: Casual Cardio, Casual Strength, Casual Stretch, Casual Dance, Casual Technique, Casual Yoga, Casual Pole
Kids vs. Adults Pricing
If you offer kids’ classes with different pricing than adult classes, add distinct “Kids” tags to the relevant classes and apply memberships based on these tags.
Tags Needed: Kids Static Pole, Kids Spin Pole, Kids Hoop, Kids Hammock, Kids Silks, Kids Trapeze, Kids Acro
Class Packages
For casual/drop-in class packages, add a “casual” or “drop in” tag to all casual and drop-in classes. Similarly, add a “practice” tag to any practice classes you want to include in a package deal.
Tags Needed: Practice
Managing Tags After Scheduling and Booking
Once a class is scheduled or booked, its tags become unable to be removed. To adjust these tags, consider the following steps:
Identify the class and specific tags requiring deletion.
Contact the Groovio admin team via the designated support channel.
Specify your request clearly and ensure compliance with the policy of retaining at least one active tag.
By adhering to this process, required modifications can be implemented efficiently while keeping the system organized.
FAQs
Can students see tags?
Yes, students can see the tags when viewing classes.
Can tags be modified after scheduling or bookings? Yes, although class tags become locked after scheduling or bookings, you can request changes by contacting the Groovio admin team. Ensure your request complies with the tagging policy, including retaining at least one tag.
Can I put a student tag on a package or membership? No. Student tags only control who can see or book scheduled classes. Packages and memberships use class tags to decide which classes they pay for.