Introduction

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


Creation

To create new tags click on Settings -> Tags -> Add and fill in the following fields:

  • name
  • colour
  • access denied: select this option to prevent access to those people with the tag in their user profile (available only for "Person" tags) 
  • show on access: the tag will appear on the display of the access control device (available only for "Person" tags) 

  • 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 "Person" tags.


Tag Categories

Tags can be assigned to different categories


PERSON

Useful to:

  •  provide details about the person
  • manage promotions (for example automatic discounts for a specific category of users) 
  • 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 

Examples: 

  1. the "Spontaneous" or "Referral" tag can be assigned to the "Quote" task to discern who are the new customers who have been referred by other club members
  2. CRM reports can be analysed more easily if a coloured tag is assigned to a specific task, as described in the two examples below:
    1. red-coloured tag = "Not Accepted" assigned to "Quote" task with a negative outcome
    2. green-coloured tag = "Accepted" assigned to "Quote" task with a positive outcome

how to assign it

Insert the tag/s in the corresponding field during the creation/editing of a CRM task (in the CRM section of the user profile or in the CRM dashboard in the Front Office).

SALE

It is possible to help filtering sold items through tags (for this type of search/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 each 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 course, for example Catch-up Class or Trial

The tag will be visible from:

  1. the Classes section in the details of the course purchased by the user (in the user profile)  
  2. the details of the class in the Timetable

how to assign it

  1. open the user 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 not related with sales (if you don't have this integration but you might be interested in it, please contact the sales department at sales@sportrick.com).


how to assign it

click on Add and choose the file to upload. Then select the necessary tag/s in the corresponding field. Please note that once you have clicked on OK the tag cannot be edited.

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 (click on the corresponding slot on the timetable and then select the necessary tag/s
  2. from the course summary (please refer to the course summary manual to see how)

RESOURCES

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

ITEMS

Useful to filter Pro-Shop Items, Additional Services and Top Ups for e-Wallets . More info about the assignation of tags can be found in the corresponding manuals:


REPORTS

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