Account tags let you group families across account types, like "Volunteer" or "Senior," and then use those tags to change prices, choose who sees a product, and do things automatically after payment.
Create a tag
Go to Settings > Members > Account Tags.
Click Add Tag, enter a Tag Name, and click Add.
Optional: check Visible on Member Dashboard if families should see the tag. Otherwise tags are for your admins only.
⚠️ Deleting a tag removes it from every account for good. If you make it again, it's a brand-new tag, so you'll need to reapply it to accounts and update any products that used it.
Add tags to accounts
Go to Membership > Accounts and open the account.
Open the Tags tab and turn tags on or off.
Click Save changes.
To tag lots of accounts at once, check them on Membership > Accounts and use Bulk Actions > Update Tags. More in Membership Accounts Screen - Admin View.
Give a discount by tag
Go to Finances > Products and open a product that uses Flat Rate Pricing.
Under Price Variations, click Add a Variation and choose Account Tag.
Set Comparison to Is or Is Not, pick the tag, and enter the Amount. Use a negative number for a discount, like -40.00.
Optional: add a Description to show on the payment page.
Click Update.
You can combine variations, like $100 off for volunteers or veterans plus $50 off for seniors. See And / Or conditions for Next Rule Relationships. Paid reservation facilities can price by tag too.
Show, hide, or require a product by tag
Go to Finances > Products, open the product, and check Apply Rules.
Pick a Rule Action: Show, Require, Disable, or Hide.
Click Add Rule, choose Account Tag, set the Comparison (Is, Is Any of, or Is Not), and pick the tag.
Click Update.
In this example, the product shows only to accounts tagged Senior:
A rule with no tag picked is ignored, and the Issues column on the Products list will flag it.
Add or remove a tag after payment
A Post Payment Action runs when payment is received (for offline payments, once the payment is recorded). For example, to charge certain families a special fee: tag them, require the product for that tag, then remove the tag when they pay.
Go to Finances > Products, open the product, and set up a Require rule for the tag (see above).
Check Apply Post Payment Action.
Add a condition: Has Tag or Does Not Have Tag.
Choose what happens: Add Tag, Remove Tag, or Replace Tag With.
Click Update.
