Introduction
Automatically assigned Tags enable to filter out members, who might require a special Front Desk Staff assistance. This might prove useful i.e. in case of club joiners. You can use the Automation rule to automatically add a Tag to new club members, so that your Front Desk Staff knows they would need more careful attention.
You can assign Tags manually or automatically.
- This article will show you how to automatically assign a Tag to club member.
- This article will be helpful to PG Champion, Administrator, Club Manager and Club Owner.
Instruction
STEP 1
Create a new Tag
- Go to PGM->Settings->Dictionaries
- In the search box, next to the "Add value" button, choose a relevant dictionary, in this case: Client Tags
- Click "Add value" to add a reason
- Enter Key and Value
- Click "Save" to confirm
STEP 2
Create a new rule in the Automation
1. Go to the PGM -> Automation - > Automation Rules - > Add automation rule
2. Enter the name of the automation rule.
3. Select Tag as Action and User account has been created as Event.
3. From the Tag box, select the Tag you have created in STEP 1 above.
4. Click on the Submit button.
For Client Portal signups: Check within System Permissions and enable "Assign and modify member tags" for the below Employee
STEP 3
Add a new column in the Members List
1. Go to the PGM -> Clients -> Clients -> Club members
2. Click on the three dots icon on top of your Members List.
3. Click on the Add column button.
4. Select Tags from the menu.
5. Click on the Save button.
6. Start adding new members with the Tag you have already created.
Hints
- The automatically assigned Tags will also appear in your custom Members list.
- Automatic deleting tag for Contract will only occur for the main contract. Additional contracts will not be included.