Whether you want to assign multiple programs to a client or create and sell a variety of new memberships and products, program auto-tags allow you to identify which clients do not have any current training content or if they have content that is about to expire.
What are Program Auto-Tags?
- Tags are filters you can apply to your client list to view different types of clients, groups, etc.
- Program Auto-tags are specific tags automatically applied to clients without training content or who are currently subscribed to Main/Add-on Products that are nearing their end date.
- These tags can be used to review your client list and manage your client's training schedules by allowing you to filter and see precisely who needs an update to their current programming or new programming assigned to them!
Program auto-tags you can filter by are:
- “Training Content expiring”: Clients whose last training phase is expiring across all programs.
- “Needs New Content”: Clients who don’t have a current training phase across all programs.
Note: Clients who are subscribed to an On-Demand Program will not be auto-tagged for those programs, as the on-demand library is always available to them until unsubscribed.
How to Filter Client List by Program Auto-tags:
- Navigate to the Clients tab and select the ADD FILTER drop-down.
- Hover over the By Tag Menu option and select the desired tag to filter by. Review your client list based on your selected filter.
