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Tags and member segmentation

Custom tags to segment members: competitors, alumni, board, parents.

Updated May 23, 2026

Tags and segmentation

Tags are free-form labels you apply to members. They let you filter, segment, trigger pricing rules or target communications.

Create tags

Admin panel → Organization → Member tags.

Each tag has:

  • A name (e.g. Competitor, Board, Alumni).
  • A color (for quick visual scan).
  • An optional description.

Apply a tag

On the member profile, main tab → Tags block. Multi-select.

You can also:

  • Bulk tag: members list → selection → action Add tag.
  • Filter the members list by tag.

Use case — discount for competitors

You want members tagged Competitor to pay €10 less on the adult plan.

  1. Create the Competitor tag.
  2. Create a pricing rule on the adult plan:
    • Condition: has_tag = Competitor.
    • Discount: -€10 (FixedAmount).
  3. Every tagged member on that plan automatically gets the adjusted price.

Use case — targeted email to parents

Tag Parent on every member whose kids train at your dojo. When you send an org email (Communication → Compose), filter by tag Parent.

Use case — export the board list

Filter by tag Board → CSV export. Handy for your AGM prep.

Tag vs discipline vs role

Concept Definition Example
Discipline Practiced martial art Judo, BJJ
Tag Free label, segmentation Competitor, VIP, Parent
Staff role Admin-panel permission Owner, Coach

A member can have 0..n tags, 1..n disciplines, and 0..1 staff role (if they're on your team).

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