Tags provide a simple way to organise users into custom groups within Soma. While tags are easy to create, they become most powerful when used as part of your day-to-day workflow for filtering users, monitoring data, and assigning plans.
Why Use Tags?
As your user base grows, managing individuals one by one becomes increasingly time-consuming. Tags allow you to group users based on any criteria that is important to your environment.
For example, you might create tags for:
First Team
Academy
Rehabilitation
Goalkeepers
Midfielders
Return to Play
High Risk
Off Season
Executive Clients
Corporate Team A
There is no fixed structure. Tags should reflect how you naturally organise and manage your users.
Each user can be assigned up to five tags, allowing you to create highly specific groups and workflows. For example, a user could simultaneously belong to First Team, Goalkeeper, Return to Play, and High Risk, making it much easier to filter and manage users across multiple categories.
Filtering the User List
One of the most effective uses of tags is filtering your user list.
Instead of scrolling through every user in your account, you can filter by tag to instantly display only the group you are interested in.
For example:
View only your Goalkeepers
View only athletes currently in Rehabilitation
View only your Academy squad
View only athletes participating in a specific programme
This can significantly reduce administration time when working with larger groups.
Assigning Plans Using Tags
Tags become particularly useful when assigning plans.
Rather than searching for users individually, you can filter by tag and quickly identify the group you want to assign a plan to.
A common workflow might be:
Create a tag called Goalkeepers.
Assign all goalkeepers to that tag.
Filter users by the Goalkeepers tag.
Assign the required plan.
The same approach can be used for rehabilitation groups, academy athletes, executive clients, or any other user category.
Recommended Workflow
Many practitioners find success using tags as the foundation of their user management process:
Create tags that reflect your environment.
Assign users to the appropriate tags.
Use tags to filter user lists and dashboard data.
Use tags when assigning plans to groups of users.
Update tags as users move between programmes, teams, or phases of training.
By maintaining a clear tagging structure, you can reduce administration time, improve organisation, and make it easier to manage larger groups of users within Soma.
Creating and Managing Tags
Tags allow you to organise users into custom groups, making it easier to filter users and assign plans to everyone within a specific tag.
Creating a Tag
Go to Settings.
Select Tags.
Click Add Tag.
Enter a tag name (up to 15 characters).
Click Next.
Select the users you would like to apply the tag to.
Click Create Tag.
Filtering the Dashboard by Tag
Open the Dashboard.
Select the Tag Filter.
Choose the tag you would like to view.
The dashboard will display only the users assigned to that tag.
Assigning Plans by Tag
Navigate to Plan Builder.
Create or select an existing plan.
Choose Assign Plan.
Filter by Tag.
Select the required users.
Click Assign.
Managing Tags
Tags can be updated at any time by returning to Settings > Tags.