What a Tag Is
A Tag is a label that shows up throughout Enrollsy. Every Tag lives in one place, but can be attached to Enrollments, Accounts, or Enrollees.
Where Tags Show Up
Tags show up in several places across the Admin Portal, Instructor Portal, and Customer Portal.
Admin Portal
The People page — shows Enrollment, Account, and Enrollee Tags (chat in and request the People Page (Beta) to unlock this feature).
The Enrollees table, Enrollments tab — shows Enrollment, Account, and Enrollee Tags by default; columns are customizable, and the filter chips show which Tag type is filtering the table
The Enrollees table, Accounts tab — (shows Account Tags only, though you can filter by any Tag type; filters persist here too
Enrollees table / Enrollees tab — (shows Enrollee Tags only, though you can filter by any Tag type; filters persist here too
Each Enrollee's page — Waitlist Tags appear on the Waitlist Enrollment Card, Enrollment Tags appear on each Enrollment Card, and Enrollee Tags appear in the top right corner of the Enrollee Card
Each Account page — Account Tags appear at the top of the page
Each Billing page — Account Tags appear at the top right, and Enrollment Tags appear under each Enrollment Card
The Leads page — shows Lead Tags under Submissions in the left menu
The Classes page, under each Class — shows Enrollment, Account, and Enrollee Tags (these can't be edited or hidden here)
The Classes page, under Waitlists — shows Waitlist Tags, visible only on Waitlist enrollments
Rosters, from either the Classes page (printer icon) or the Reports page — show Enrollment Tags only
The Instructors page — shows Instructor Tags beside each instructor
Instructor Portal
In these locations, all Tag types show lumped together. Instructors can only edit Tags if their profile has the Can edit customer account information permission turned on in the Admin Portal.
The Classes page, under each Class and each Enrollee (via the down arrow on the far right side)
The Classes page, under each Class, on the Attendance Sheet (printer icon)
The Activities page, under each Enrollee
Each Enrollee's page, under their Enrollments
The Check In/Check Out page, under each Enrollee — shows a superset of Tags, including relevant Waitlist, Enrollment, and Account Tags together
Customer Portal
These only show if an Admin has made the Tag visible to Account Holders.
My Account Page, Account tab — Account Tags at the top
My Account Page, under each Enrollee — Enrollee Tags in the top right corner
My Account Page, under each Enrollment card — Enrollment Tags
Examples of Tags
Examples of Tags
Here are a few examples of Tags other Enrollsy customers use:
Allergies
Medication
No Photos
Scholarship
Emailed
Extended Care
Meals
Membership
No SMS
Reduced Rate
Staff
Tour Scheduled
Tour Completed
Bad Account
The possibilities are limitless. You can also trigger a Tag automatically when a specific Charge Item is charged — see How to Trigger a Tag for more.
How to Create Tags
If you have access to manage Tags, you can create and add them by following these steps.
Step 1 — Open the Tags List
Click the plus-sign icon if the lead or enrollee hasn't been tagged yet
Step 2 — Add a New Tag
Click the blue plus button at the bottom of the Tags window
Step 3 — Choose Your Tag Settings
Add the Tag's label
Choose who can view the Tag — Admin by default, plus the option to add Instructors and/or the Primary Account Holder
Check Show in Rosters if you want the Tag to appear on Class Rosters
Choose the Tag's color
You can also set a Tag to trigger automatically whenever a specific Charge Item is charged — the enrollment gets tagged automatically each time that Charge Item is placed on a Customer Account.
NOTE: Triggers only work with Enrollment Tags. You'll need to add the Tag manually to any existing accounts.
To set a trigger, open the Tag's settings and scroll to Triggers, then choose the Charge Item — create a new Charge Item on your Items page first if you need one.
Step 4 — Save the Tag
Click Submit to save the Tag and its settings
How to Make a Tag Visible to Others
Setting Who can see this Tag to Primary Account Holder shows the Tag to Account Holders in the Customer Portal, on the Accounts page
Setting Who can see this Tag to Instructor shows the Tag to Instructors in the Instructor Portal, on the Classes, Activities, or Check In/Out pages
How to Edit a Tag
Click the Tag, then the pencil icon
Edit any of the settings, then click Save
NOTE: There's no way to reorder Tags at this time. You can filter them using Type to filter in the Tag pop-up.
How to Tag Instructors
You can also tag instructor profiles — for example, with work-schedule Tags (part-time or full-time), forms received, background checks needed, or classes taught. These show on the Instructors page.
Step 1 — Open the Instructor's Tag Menu
Go to the Instructors page (My Company > Users > Instructors)
Click the plus-sign icon beside the instructor
Step 2 — Select and Save
Select the Tag(s), then click Submit
