Tagging Clients - Reports

If you've used other software to combine the information from multiple reports, you know that you typically need to write down the names listed on the first report with pen and paper, then compare the names you have written against the second report. This feature eliminates that hassle; you won't need to write down any names. The tagging feature can remember everyone listed in one report for future use.

How can tagging help my business?

Reports
Tagging can cross-pollinate your reports. For example, you could find out how many people used your business only once in the past six months (Last Visit report), tag every client that is generated on the report, and then use our report that generates an email list (Mailing Lists report) of those clients. You can tag your biggest spenders (Big Spender's report), then find out which of your employees are selling the most to just those big spenders (Sales report). In a nutshell, you can blend reports or drill down on a tiny subset of clients. Dream up a report and we bet you can create it with the tagging feature.

Classes & Enrollments
You can use tagging to register a list of people into a class or enrollment with the click of a button. You can also use it to run reports on clients that are taking an enrollment or class. For example, if you have an enrollment that starts tomorrow and you want to see if anyone who's signed up for it still owes your business money, you could tag everyone on the enrollment roster and then run an Account Balance report just on the people you tagged.

How do I tag clients on reports?

1. Open a report under the Reports menu. If there are icons that say "Tag Clients (Add)" or "Tag Clients (New)," then the report allows for tagging.
2. Generate the report with the filters you want.
3. After the list of clients is displayed, click on one of the tagging icons, then click Generate:
   • Tag Add: Adds the list of clients displayed to the list of clients you have tagged in the past.
   • ​Tag New: Deletes the old list of tagged clients (it doesn't actually delete the clients, just the list.) Then it adds everyone displayed to a new list of tagged clients.
   • Untag Clients: When clicked, you are untagging clients from a previous list so that you can start a new tag.
4. When you are in a report, you will also see a box next to Tagged Clients Only or Show tagged clients only (may vary between reports).
   • When you check this box, the report generated will only show information on those clients you tagged earlier.

What do I do after I tag clients?

Now that you have tagged clients for one report, class, or enrollment, you can run reports on just that list of tagged clients. Some of our clients will use the tagging feature on as many as three reports to find out very detailed information.

How to use tagging for classes and enrollments

On the sign-In screen for an individual class and on each individual day for an enrollment, you can tag clients using:

• Tag Clients (Add): Clicking this icon will just add the people already in the class or enrollment to the current tag list.
• Tag Clients (New): Clicking this icon will delete the current tag list and start a new tag list with the people listed on the sign in screen.

For clients who are already tagged, click on the Register Tagged Clients button: Clicking this button will register every client from your tag list into the class or enrollment. Click for the following article, "Classes: How can I mass register multiple clients into a class or event?".

Where can I tag clients?

• Sign-In screen for individual classes, located in the top right corner. Tag everyone in a class.

• Roster page for an enrollment, next to the Enrolled Clients column header. Tag everyone taking an enrollment.

• Nearly every report under the Reports menu. You'll know if a report allows for tagging if you see the tagging icons:

• You can tag an individual client from their Client Info screen by clicking the icons located to the right of the name.

• You can tag clients using advanced client search. A good way to get a list of clients that you'd like to tag is using filters and client indexes.

What does it mean to untag?

After you create a list of tagged clients, you can pinpoint people on the list that you want to be removed. Just to be clear, this doesn't erase or deactivate clients. It simply plucks specific clients of the tag list.

For example, if you wanted to offer all clients a promotion, except for the ones with suspensions on their account, you could:

1. Use the Client Lookup screen to generate a list of all active clients.
2. Click on the Tag (Add) icon so the system remembers everyone listed on the tagged clients' list.
3. Check the box titled Suspended Clients.
4. Generate another full list of suspended clients.
5. Click on the Untag Icon, making the system remove all suspended clients from the list created in Step 2.
6. Now you can generate a list of email address on the Mailers Lists report of every active client that does not have a suspension on his or her account.

You can also go to the Client Info and untag specific clients.

How can I completely clear the tagged list and start over?

1. Click on the Search for or jump to a client box.

2. Click on Advanced client lookup. This will take you to the Lookup client screen.

3. Under Filters, click Clear where it reads, "Tagged clients only (14) [Clear]."

4. A pop up will show saying, "All Clients tagged by this login removed from tag list." Click OK.

5. This will take you back to the Lookup client screen.

Every login has its own tag memory

The list of people you tag is saved and remembered for your specific login. For example, if you log in as the owner and tag everyone in your Friday morning class, then that list of tagged clients will be remembered with your login until you click on the Tag (New) Icon. If you were to log out and another employee logged into your system, then they would not see the clients you tagged. If you grant other users the tagging permission, then they could tag their own clients.

Things to know

• There may be a 30-second timeout when tagging if the data set is too large and/or the internet connection is slow. The tag buttons will seem unresponsive because it has timed out.