Tags

Tags are reusable labels you put on classes, sections, students, households, and a few other records. They are how EnrollmentHive groups things that are alike without baking the year or the teacher into the name.

That is useful because the same tag can drive several jobs at once:

• Parents filter the registration page (“just Ballet,” “just camps”)
• Staff filter lists, bulk-edit, and email by tag
• Sections and packages can require a student tag before someone may register
• Attendance can show an icon for allergy or “needs pickup note”
• Tag rules can stamp “Active” or “Balance Due” automatically

Tags are not grades, and not class names. Use the grade fields for a student’s grade, and tags for kind of offering or kind of person.

Configure them under Setup → Tags & Categories. You need Manage studio settings (see Roles).

Groups and Tags

A tag group is the category (Style, Level, Program). A tag is a value in that group (Ballet, Hip Hop, Competition).

New studios start with a Style group that applies to classes and sections and is already a registration filter. Add groups for the other axes you actually search on.

A group can apply to more than one kind of record. Can be applied to options include classes, sections, seasons, students, households, instructors, products, costumes, communications, and leads (if you use leads).

Only offer a group on the records that should have it. Style on classes and sections. Allergies on students. Do not put Style on households.

Best Practices

Make tags reusable year over year

Name groups and tags as if you will still use them in five years.

When a class comes back next season, you copy or create a new section and keep the same tags. Filters, emails, and discounts keep working. Put the year on the section name and the season, not on the tag.

If you need “everyone in this year’s company,” tag the section with Program → Company and with Year → 2026-27, and email By sections with tag. You do not necessarily need a new Company tag each August.

Deleting a group deletes every tag in it. Prefer renaming a tag (the visible name) over deleting and recreating. The internal Tag ID never changes once created — that is what bulk-edit and imports use — so renaming Ballet to Classical Ballet does not break existing records.

Anything parents should filter must be a class/section tag

The public registration page only adds extra dropdowns for tag groups that:

1. Apply to Classes and/or Sections, and
2. Have Use as filter on registration page turned on for the group

Each tag also has Show as filter on registration page (on by default). Turn that off for a value you need internally but do not want in the parent dropdown.

A registration filter matches if either the section or its class has one of the selected tags. So:

• Put durable style/level tags on the class (1st Grade Ballet is always Ballet). New sections inherit that for parents without you retagging every year.
• Put offering-specific tags on the section when this run is different (this section is a Camp, or Company only this season).
• If parents should be able to filter it, create the group, apply it to classes/sections, turn on the group filter, tag the class or section, and confirm the tag itself is shown in filters.

Grades, days of week, and ages already have their own registration filters. Do not duplicate those as tags.

Website section embeds use the same “shown in filters” flags for tag options.

Keep groups small and purposeful

One idea per group. Style is not also Level. Competition is a Program (or a student tag), not a fifth Style.

Typical studio set:

Staff will still filter students and households in admin even when the group is not a parent filter.

Use the extra tag flags on purpose

Most tags need neither. The roster stays readable.

Configuring Tag Groups

1. Open Setup → Tags & Categories. Stay on the Tags tab.
2. Click Add Group.
3. Fill in the group, then Create Group.

Click a group in the left list to edit it. Save Changes writes the group. Delete Group removes the group and all of its tags — confirm first.

Configuring Tags

With a group selected:

1. Click Add Tag.
2. Set the tag fields, then Create Tag.
3. Click an existing tag to edit. Save Changes or Delete Tag.

After create, Tag ID (for example style-ballet) is shown with Copy. Use that in bulk-edit and uploads. You cannot change it.

Applying Tags to Records

On a class, section, package, student, household, and so on, use the Tags field: pick the group, then the tag. You can apply several tags from several groups.

Section packages use section tags on the package itself, and student tags for who may see or register for the package.

You do not tag from the Tags setup page. Setup only defines the vocabulary.

Tag Rules

Tag Rules (the second tab) automatically add student or household tags from enrollment and billing. Use them for living labels you would otherwise chase by hand: Active, Balance Due, “in a Company class.”

1. Click Add Rule.
2. Choose Scope: Student or Household.
3. Choose Match: All conditions (AND) or Any condition (OR).
4. Add conditions, pick the tags to apply, optionally Auto-remove tags when rule no longer matches.
5. Save.

Refresh Now runs the rule immediately (it can touch many records). Clear Tags strips this rule’s tags from every student or household in scope. Auto-remove is the usual choice so “Active” falls off when they are no longer enrolled.

Rules apply student and household tags. They do not tag classes or sections. Keep those manual and year-stable.

Note Categories

The third tab, Note Categories, is not a tag group. It names colors for staff notes (and which categories a role may see). Create categories there if you use notes; do not mix them with Style or Program.

Related

• Classes and Sections — where you apply class/section tags
• Section Packages — student-tag visibility and required tags
• Sending and Scheduling Emails — recipients by section, student, or household tag
• Taking Attendance — roster icons from student tags
• Roles — who can change tag setup