With Social Planet’s tag management system, you can keep your activities, staff, volunteers and client lists organised and manageable. Tags make it easier for staff and clients to search for key info.
From the Frontdesk, go to the Account header, select Tags.
The key Tag Lists for first time users to review are –
Activity Category – the broad groupings of category i.e Yoga,
User Interest – specific groupings within a category i.e Hatha Yoga,
How did you hear about us? – the reasons clients booked your activity,
Counter Category – the types of individual services provided at the centre.
Select a Tag List to open the tag list page. There will be two panels
System Tags – These are preloaded tags applicable to nearly all neighbourhood houses.
Custom Tags – Tags which are added manually by neighbourhood house staff.
To add a system tag to the custom tag table, click the < button on the left-hand of the system tag.
To delete a custom tag, click the X button on the right-hand side of the tag.
To create a custom tag, click +Add on the Custom Tags panel. Fill out the name in the Add Tag window and click Add.
