What are profile tags, how do I create them, and why should I use them?

What are profile tags, how do I create them, and why should I use them?

Starting on the Pro plan and above, you can create and assign Profile Tags as a way to customize your database.
  1. You cannot import profile tags. You can only assign them during the import process, or once profiles are in your database.
  2. A profile tag can be anything you need it to be. It is simply a string of text used to track a custom data point.
WarningProfile tags are visible to admins only!
Info
Common examples of the use case for profile tags:
  1. Active, Inactive, Archived
  2. Group labels
  3. Tags for reporting purposes
  4. Communications lists
  5. Certifications, training and clearance status
  6. Demographic breakdowns (Adults, Minors, etc.)

IdeaNot sure whether something should be a tag or a custom field? Values that gate what somebody can see or book belong in a tag. Values that are simply recorded and reported on (T-shirt size, dietary needs, a start date) belong in one custom field instead. Profile tags or custom fields?

Profile tags have three (3) main benefits:
  1. Grouping people by a label for communication and reporting purposes.
  2. Tracking completion of onboarding steps. Learn more
  3. Using the advanced reservation restriction option when publishing shifts. Learn more

How do I create profile tags?
    1. From your left-navigation menu > Click Database
    2. On the top-right > Click Actions
    3. Click Manage profile tags
    4. Type in a tag label and click Create


    How do I assign profile tags?

    1. You can manually assign profile tags during the mass import process, which can be started from the database:
    1. When importing a spreadsheet into your database to mass import profiles, you will see an option to Assign profile tags in the Customize step (3rd step in the import process).
    2. You can manually assign profile tags from within the admin portal:
      1. You will see this option on a person's profile, and by taking actions from the Forms, Sequences, Database and Reports modules. Select profiles using the checkmark to the left of their name > Click the Actions button that appears > Click Assign profile tags.
      3. You can auto-assign profile tags when somebody:
      1. Submits a form
      2. Completes a step in a sequence
      3. Finishes a sequence