Introduction

One of the most useful tools to filter your searches and create categories is the creation of tags.


Creation

To create new tags -> Settings - Tags - Add

  • Name
  • Colour
  • Access Denied: the tag will prevent access to the client (available only for "Person"). 
  • Show on Access: the tag will appear on the display of the access control device (available only for "Person")
  • Access Message: you can combine the "access denied" option with a message that will appear on the display of the access control device (if available). This option is only available for tags assigned to Persons.


Tag Categories

Tags can be assigned to different categories


PERSON

useful to:

  •  provide details about the person

  • manage promotions (for example student discounts) 
  • block the access to people with a specific tag

how to assign it

  • click on Edit under the user's picture
  • click on Notes and select the tag/s
  • click on OK to save changes

 

CRM

CRM tasks can be filtered by tag 

how to assign it

SALE

it is possible to help filtering sold items through tags (for this type of serach/report please contact a Sportrick consultant)

how to assign it

  • if it's a course
    1. open the user's profile 
    2. click on the name of the course
    3. click on INFO (if the attendance is required more than once a week click on Detail next to the name of the course and then on INFO)
    4. select the tag
    5. click on Save Changes
  • if it's a multipack
    1. open the user's profile 
    2. click on the name of the multipack
    3. click on NOTES
    4. select the tag
    5. click on Save Changes


CLASSES

it is possible to assign a tag to one or more classes of a sold course. This is helpful to filter specific sold items (such as promotions for example). The tag will be visible from:

  1. the CLASSES section in the details of the course purchased by the user (in the user's profile)  
  2. the details of the class in the TIMETABLE

how to assign it

  1. open the user's profile 
  2. click on the name of the course
  3. click on CLASSES 
  4. click on Detail
  5. select the tag
  6. click on OK

DOCUMENTS

useful to filter document types (for more info please contact a Sportrick consultant)

COURSES

useful to filter courses (off-peak, pregnancy, members only...), for example during marketing searches or the creation of a multipack, when it is possible to group courses with common characteristics through a tag (e.g. off-peak times). This will save time as it will be sufficient to click on the tag to add all the related courses rather than adding them one by one.

how to assign it

  1. from the timetable 
  2. from the course summary (click here to know how)

RESOURCES

useful to filter resources while planning or booking services. For more info click here.

ITEMS

useful to filter Pro-Shop items, e-Wallets and Additional Services. More more info please refer to the corresponding manuals.


REPORTS

useful to differentiate reports. For more info please contact a Sportrick consultant.