Champagne

Tags, notes and notifications

Label a member with tags, keep an internal note about them and send them a notification.

From a member's profile you can label them with tags, write a note for your team and send them a short notification. This page shows each of these tasks. To open a profile, see Work on a member's profile.

1. Label a member with tags

Tags are labels only your team sees, such as "Juniors" or "Tournament players". Use them to find people in the list and to choose the recipients of a newsletter.

Select Edit tags in the Tags card. Tick a tag to add it, untick it to remove it. Each change is saved at once. You can also select the cross on a tag in the card to remove it.

Tag menu open on Alex Morgan's profile under the outlined Edit tags button, with a search field, the Founding member and Tournament players tags ticked, Juniors unticked, and a Manage tags link.Tag menu open on Alex Morgan's profile under the outlined Edit tags button, with a search field, the Founding member and Tournament players tags ticked, Juniors unticked, and a Manage tags link.

The three example tags of Ukab Clubs, two of them on Alex Morgan. The control to use is outlined in orange.

To create a tag, type its name in Search or create a tag…. When no tag has this name, select Create. The dot next to it sets the Tag color; choose it before you create the tag. The new tag is added to the person straight away.

Tag menu with Volunteers typed in the search field, an outlined Create Volunteers button and a red color dot.Tag menu with Volunteers typed in the search field, an outlined Create Volunteers button and a red color dot.
Creating an example tag, Volunteers.

To delete a tag from the whole club, point at it in the menu and select the bin icon, then Delete. The tag is removed from every person carrying it.

Manage tags at the bottom of the menu opens the member settings, where an administrator renames and recolors tags. Back to followed by the person's name returns to their profile. It appears only if you can open Settings. See Club settings.

2. Keep a note

The Note card holds an internal note about the person, for example a habit worth knowing at reception. Members do not see it.

  1. Select Edit note in the Note card.
  2. Type the note, up to 10,000 characters. The counter under the field shows how many you used.
  3. Select Save note, or Cancel to leave the note as it was.
Note card being edited with an example note about Alex Morgan, a character counter, and Save note and Cancel buttons, Save note outlined.Note card being edited with an example note about Alex Morgan, a character counter, and Save note and Cancel buttons, Save note outlined.
Writing an example note on Alex Morgan's profile.

Edit note appears only when your role has the Edit staff notes permission.

3. Send a notification

Use a notification for short practical news, for example a package waiting at reception.

  1. Select Send notification at the top of the profile.
  2. Choose a Category: Received package, Lost object or Other. The first two fill in a ready-made Message that you can change. Other starts empty.
  3. Select Send.
Send notification window for Alex Morgan with the Received package category and its prefilled message, and Cancel and Send buttons, Send outlined.Send notification window for Alex Morgan with the Received package category and its prefilled message, and Cancel and Send buttons, Send outlined.

A Received package notification for Alex Morgan, with its ready-made message.

The member receives it in the app and by email, according to their Club messages notification settings. See Notifications.

Manage a member's plans and credits

Grant or remove a member's plan and read their credit history.

Review applications

Read an application, then accept or reject it.

On this page

1. Label a member with tags2. Keep a note3. Send a notification