Mass Tagger on the Registrable Rosters

Modified on Tue, 19 Sep 2023 at 10:06 AM

The Mass Tagger is a feature available on many screens where Clients are displayed in a list view. In this article we will review the use-case of the Registrable Roster. This can be leveraged on Rosters for Classes, Events, and Series. This feature is not available on One-on-One Rosters. 

Once you enter an instance on your Live Schedule of a Class, Event, or Series, you will see a list of icons across the top of your screen next to its title. For your Mass Tagger you want to click on the icon circled below that looks like a collection of people. 

Once you have clicked on this icon, you will exit your Registrable Roster screen and you will officially enter the Mass Tagger feature for the remainder of your actions. 

Inside of the Mass Tagger you will see the list of Clients from the Registrable you were just viewing as well as menu options on the left side of your screen. 

The first option on the left side menu is to Add Client to List. This can be leveraged to add someone to the group of Clients that you you like to tag in conjunction with the current list. 

When you select this option a new tab will appear on the right side of your screen over your current Roster Client List and will allow you to easily select Clients to add!

An example of a use-case for this would be if you wish to tag Clients in this list who were initially registered for the session, but then cancelled. Cancelled Clients will not appear on this list once it is generated from your Roster, so leveraging the Add Client to List functionality would be key!

Now onto the main event... ADDING TAGS!

Within your Mass Tagger you have the ability to add a tag to all Clients from your Registrable Roster that you pulled. To do so, simply click on the button that says Add Tag to All.

From here a new tab will open over your Roster Client List on screen which will give you the option to add tags.

Within this new tab, simply select Add Tag and you'll open a menu which lists out all of the Tags in your fitDEGREE Admin.

You can select one Tag and be done, or select multiple Tags and then hit Apply to assign this Tag to all of your Clients in your current Mass Tagger List.

Within your Mass Tagger you also have the ability to remove a tag to from all Clients listed on your Registrable Roster that you pulled. To do so, simply click on the button that says Remove Tag from All.

Once selected, a tab will appear over your Roster Client List prompting you to remove a tag from all clients. 

Take note of the option to "Include conditional tags." In order to remove a Conditional Tag from all Clients within this list you will need to check this box prior to Applying your selection. Otherwise, if the Tag is Conditional, it will not be removed. 

With that in mind, to select which tags you would like to remove you simply need to click on "Add Tag" and then select one or multiple Tags which you would like removed from your Roster Client List.

Within your Mass Tagger you also have the ability to remove Clients from your list if needed at any point. Simply locate the icon displayed below on the right hand side of the screen that corresponds with a Client you wish to remove, click the icon, and the Client is instantly removed.

This option will not ask you to confirm your action and will instantly remove the Client from your list. That being said, you can easily add Clients back to your list by clicking on the menu option to Add Client to List. 

Another option on the left side menu is to pull an email list from the Clients listed on the Mass Tagger screen.

Once you click on this, similar to inside of the Class Roster, a new tab will appear which lets you copy and paste the list of emails of all Clients who appear on the list on-screen.

Last thing of note is that at any point you can export the list on your Mass Tagger screen by clicking the arrow pointing down into a box at the top left side of the screen next to the title "Mass Tagger"

This will provide you a CSV export of your list which includes the following:

  • Client ID
  • First Name
  • Last Name
  • Date of Birth
  • Tags
  • Gender
  • Address
  • City
  • State
  • Zip
  • Country
  • Email
  • Phone
  • Account Created On

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