Group tags are a simple way to label your clients so that they’re easy to select in a number of different scenarios. Below are a few examples of how you can use group tags in your business.

Creating an Event 📅

When adding attendees to a session, you can click on “Group Tags” to add all the clients with a specific group tag into the attendee field at the same time.

Example: You’d like to create a group lesson for all the weight lifting clients in your business. You can tag your weight lifting clients with a “Weight Lifting” group tag so that when you create the event you can add them all at once.

Composing an Email 📨

When entering the “to” field in an email in AthletaDesk, you can click on the “Select” dropdown to add all clients with a specific group tag into the recipient field once.

Example: Competition season sign-ups are approaching, and you want to remind all competition clients to apply by the deadline. Tag all of your competition clients with a “Competition” group tag to easily add them to the recipient list.

Assigning Resources 📁

When assigning or uploading resources, you can select “Specific students or group tags” to quickly select multiple clients to assign the same resources to.

Example: You have a stretching technique video you want to share with all your running clients. Tag all your running clients with a “Runners” group tag to easily assign it to them.

Invoicing Families 💳

When creating a new invoice, you can click on the “Group Tags” button above the Accounts field to select a group of accounts to send an invoice to.

Example: Your accounts that pay every 3 months need to be invoiced for the upcoming quarter. Tag all of these families with a “Quarter Billing” group tag so you know which ones to invoice and when.

Additional Status Labeling 🏷️

You can differentiate students in your active, waiting, leads and inactive lists by adding group tags.

Example: Differentiate your inactive clients by adding a group tag for “moved away”, “follow up”, or “do not contact”. As a bonus, color code your group tags so you can easily scan your inactive client list!

Adding Charges and Discounts in Bulk 💸

When creating charges and discounts, you can add them to students assigned a specific group tag.

Example: Tag all clients with multiple family members taking sessions with you and easily assign a discount to them all.

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What are Group Tags and How Can I Use Them?

Do you run camps or any other special events? 🎵

Let’s say you’re running a boot camp this year, so you decide to assign the group tag “Boot Camp 2024” to everyone attending your camp.

• Use this group tag to easily add all your boot camp clients to camp events in the calendar
• Quickly select them as recipients for boot camp related emails
• Add a registration fee as a charge and apply it to all accounts that signed up for camp
• Create invoices for camp related costs and in a couple of clicks send it to all accounts
• You took so many great reference videos during the event! Upload those to online resources and use the “Boot Camp 2024” group tag

The possibilities are endless with group tags!

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How to create a group tag?

1. On the Clients page, click on the tab at the top labelled “Group Tags”
2. Click on “+Add Group Tag”
3. Enter the Group Tag Name
4. Optional: Assign a color to your new group tag
5. Optional: Assign this group tag to clients
6. Click “Save”

To assign group tags to existing clients, select the checkbox next to the name of all clients you’d like to assign a group tag to, click on the “Options” dropdown, and select “Assign group tag”.

To remove a group tag from a client, go to the Group Tags page and select the three dots to the right of the group tag in question, and click on “Edit”. Click the X next to the clients you’d like to remove from the group tag.