Account tags are labels you add to accounts to group them, like Board Member, Swim Team, or Payment Plan. An account has one account type, but it can have as many tags as you like, and you can show them to members or keep them for admins only.
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Create an account tag
Go to Settings > Members > Account Tags. You can also type "Account Tags" in the settings search.
Click Add Tag.
Enter a Tag Name, like "2026 Swim Team." Each name must be unique.
Check Visible on Member Dashboard if members should see the tag when they log in. Leave it unchecked for admin-only tags like "Late Payer."
If the tag is visible, choose a display style:
Tag shows the tag name, with an optional Description (shown as tooltip) when members hover over it. Great for board roles, committees, and teams.
Status Badge shows your Status Message followed by Active Text in green if the account has the tag, or Inactive Text in red if it doesn't. Great for things like "Your 2026 capital assessment is Paid / Outstanding."
Click Add.
Here's what members see for each style:
Add tags to accounts
One account
Go to Membership > Accounts.
Click the ⋮ menu next to the account and choose Edit.
Open the Tags tab and click a tag to add it (it highlights). Click it again to remove it.
Click Save changes.
Many accounts at once
On Membership > Accounts, check the accounts you want, or filter first and click Select all matching accounts.
Click Bulk Actions > Update Tags.
Choose Add or Remove, pick the tags, and click Apply.
At the end of the season, use the same steps with Remove to clear seasonal tags. Tags stay on accounts until you take them off.
Find tagged accounts
On Membership > Accounts, click Filters.
Choose one or more Tags and click Apply. Picking several tags shows accounts with any of them.
Click Save as view to reuse this filter later. To see tags in the list, click Columns and turn on Tags.
Edit or delete a tag
Go to Settings > Members > Account Tags.
Click Edit to rename the tag or change its style, then click Save. The change shows on every account with that tag.
Or click Delete to remove it.
⚠️ Deleting a tag can't be undone. It's removed from every account that has it right away.
Other ways to use tags
Products: use the Account Tag rule to show, hide, or require a product for tagged accounts. Show/Hide/Require Rules for Products
Post Payment Actions: add or remove a tag automatically after someone pays.
Page Access Control: when editing a page, check tags under Account Tags so only those accounts can see it.
Reservations: charge tagged accounts a different rate with an Account Tag pricing rule.
Email: build a Member Mail segment by tag to email just that group.
Tag not showing for a member?
Make sure Visible on Member Dashboard is checked on the tag.
Open the account's Tags tab and confirm the tag is highlighted.
Have the member log out and back in.
Tags belong to accounts, not individual members, so you won't see them on the Members screen.