Account tags are labels you add to accounts to mark them as part of a group — for example Board Member, Swim Team, or Payment Plan. An account type (like Family or Couple) sets the membership level; tags add extra groupings on top of that, can overlap, and can change throughout the season.
What Tags Are Used For
Board members or committee members
Swim team participants
Payment plan arrangements
Volunteers or special roles
Late payers or accounts needing follow-up
New members from the current season
Special pricing or discount eligibility
A tag can be shown to members on their dashboard (for example "Board Member" or "Swim Team"), or kept hidden for admin use only.
Tag Display Styles
Display styles only apply to tags that have Visible on Member Dashboard checked. There are two styles:
Tag
Shows the tag name on the member's dashboard.
An optional description appears as a tooltip when the member hovers over the tag.
Best for: board positions, committees, volunteer roles, special groups, or any label an account either has or doesn't have.
Status Badge
Shows a status message on the member's dashboard that changes based on whether the account has the tag:
Account has the tag → the Active Text shows in green.
Account doesn't have the tag → the Inactive Text shows in red.
The status message, active text, and inactive text are all yours to word.
Best for: payment plan status, assessment completion, waiver status, registration status — anywhere members should see both "has this" and "doesn't have this."
How to Create an Account Tag
Step 1: Open Account Tags settings
Click Settings in the admin menu.
Go to Members > Account Tags. You can also type "Account Tags" in the settings search.
The list shows each tag with an eye icon (if visible to members) and Edit / Delete buttons.
Step 2: Add a new tag
Click Add Tag. The Add Account Tag window opens.
Step 3: Enter the basic settings
Tag Name (required): the label shown in admin screens and, if visible, on member dashboards. Use a clear name like "Board Member" or "2026 Swim Team." Each tag name must be unique.
Visible on Member Dashboard: check this if members should see the tag when they log in. Leave unchecked for admin-only tags.
Step 4: Choose a display style (shown only when Visible on Member Dashboard is checked)
Select Tag or Status Badge.
If you select Tag:
Enter a Description (shown as tooltip). For example, for a Board Member tag: "You are serving on the club's Board of Directors this season."
ADMIN VIEW
MEMBER VIEW
If you select Status Badge:
Status Message: the text shown before the status, for example "Your assessment status is:"
Active Text: shown in green when the account has the tag, for example "Paid" or "Enrolled."
Inactive Text: shown in red when the account does not have the tag, for example "Unpaid" or "Not Enrolled."
If Active Text or Inactive Text is left blank, members see Active or Inactive.
ADMIN VIEW
MEMBER VIEW
Step 5: Save the tag
Click Add. The tag is now ready to assign to accounts.
How to Edit or Delete a Tag
In Settings > Members > Account Tags, click Edit next to a tag to change any setting, including its display style. Click Save.
Click Delete to remove a tag.
Note: Deleting a tag removes it from every account that has it, and can't be undone. You don't need to remove the tag from accounts first.
How to Assign Tags to Accounts
One account
Go to Membership > Accounts, click the ... next to the account, and choose Edit.
Open the Tags tab. Click a tag to add it (it becomes highlighted). Click a highlighted tag to remove it.
Click Save changes.
Many accounts (bulk)
On Membership > Accounts, select the accounts with the checkboxes — or filter first and use Select all N matching accounts.
Click Bulk Actions > Update Tags.
Choose Add or Remove, select one or more tags, and click Apply.
Examples of Tag Setups
Example 1: Board Member (Tag)
Tag Name: Board Member
Visible on Member Dashboard: Checked
Display Style: Tag
Description: You are serving on the Board of Directors this season. Thank you for your service!
Result: Members see "Board Member" on their dashboard and the thank-you message when they hover over it.
Example 2: Swim Team (Tag)
Tag Name: 2026 Swim Team
Visible on Member Dashboard: Checked
Display Style: Tag
Description: You are registered for the 2026 swim team season.
Result: Swim team families see "2026 Swim Team" on their dashboard, confirming their registration.
Example 3: Capital Assessment (Status Badge)
Tag Name: Capital Assessment Paid
Visible on Member Dashboard: Checked
Display Style: Status Badge
Status Message: Your 2026 capital assessment is
Active Text: Paid – Thank you!
Inactive Text: Outstanding
Result: Members who paid see "Your 2026 capital assessment is Paid – Thank you!" in green. Members who haven't paid see "Your 2026 capital assessment is Outstanding" in red.
Example 4: Admin-only tag
Tag Name: Late Payer – Follow Up
Visible on Member Dashboard: Unchecked
Result: The tag only appears in admin screens, so staff can filter for follow-up. Members never see it.
Using Tags with Products and Pricing
In a product's Show / Hide / Require Rules, use the Account Tag rule with Is, Is Any of, or Is Not.
For example, show a Board Member Discount product only to accounts tagged "Board Member," or require a fee only for accounts with a certain tag.
Post Payment Actions can add or remove a tag automatically after a payment.
See Show/Hide/Require Rules for Products for details.
Using Tags for Page Access and Reservations
Page Access Control: when editing a website page, check one or more tags under Account Tags to show that page only to accounts with any of those tags — for example, a Board Dashboard page for accounts tagged "Board Member."
Reservation pricing: in a paid facility using dynamic pricing, set Pricing refinement to By Account Tag to charge tagged accounts a different rate — for example, a Volunteer rate.
Using Tags for Communication
In Member Mail, build a segment by account tag to email just that group — for example, practice schedules to "Swim Team" or reminders to "Late Payer."
Members only receive emails relevant to them instead of blanket messages to everyone.
Managing Tags Over Time
Removing tags at season end
Tags stay on accounts until you remove them.
To clear a seasonal tag: on Membership > Accounts, click Filters, choose the tag, select all matching accounts, then Bulk Actions > Update Tags > Remove, select the tag, and click Apply.
Renaming or replacing tags
To rename a tag, click Edit next to it in Settings > Members > Account Tags. The new name shows on every account that has the tag.
To swap one tag for another, use Update Tags > Add with the new tag, then Update Tags > Remove with the old one. There is no single "Replace" option.
Deleting unused tags
Delete tags you no longer need in Settings > Members > Account Tags. This removes them from all accounts automatically.
Finding Tagged Accounts
On Membership > Accounts, click Filters, choose one or more Tags, and click Apply.
When you choose several tags, the results show accounts that have any of them.
Click Save as view to reuse the filter later.
To see tags in the list, click Columns and turn on Tags (hidden by default).
Best Practices
Use clear names — "2026 Swim Team" is better than "ST26." Include the year in seasonal tags.
Choose visibility carefully — only show tags members benefit from seeing. Keep admin tags like "Payment Follow-Up" hidden.
Use Status Badge for two-state info — when members should see both "has this" and "doesn't have this." Use Tag for simple labels.
Document each tag's purpose — note when each tag should be added and removed. This helps when board members or staff change.
Clean up each season — remove outdated tags to avoid confusion.
Combine tags with filters and saved views — for quick custom reports.
Troubleshooting
Tag doesn't appear on the member's dashboard
Check that Visible on Member Dashboard is checked for the tag.
Open the account's Tags tab and confirm the tag is highlighted.
Have the member log out and back in.
Status badge shows the wrong text
Check the Status Message, Active Text, and Inactive Text — read the message with each to make sure both make sense.
Red Inactive Text is expected when the account doesn't have the tag.
Status badge isn't showing at all
Status badges only show when Visible on Member Dashboard is checked.
Can't find accounts with a tag
Use Filters > Tags on the Accounts screen.
Tags belong to accounts, not individual members, so they don't appear on the Members screen.
Frequently Asked Questions
What's the difference between account tags and account types?
An account type sets the membership level and pricing (Family, Couple, Single), and each account has exactly one. Tags are extra labels — an account can have many, and you can add or remove them without changing its type.
Can members see all their tags?
No. Members only see tags with Visible on Member Dashboard checked.
How many tags can I create?
There's no set limit, but keep the list manageable.
Can tags change which products members see?
Yes. Use the Account Tag rule in a product's Show / Hide / Require Rules.
Do tags carry over to next season?
Yes. Tags stay on accounts until you remove them, so remove seasonal tags at season end.
Can I filter by more than one tag?
Yes. Choosing several tags in Filters > Tags shows accounts with any of the selected tags.
Can I change a tag from Tag to Status Badge later?
Yes. Click Edit on the tag and change the Display Style. Members will see the change on their dashboards, so let them know about any significant change.
What happens to accounts when I delete a tag?
The tag is removed from every account automatically.