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Tags are organisation-wide labels that help you group members and visitors outside formal households, groups, ministries, or lifecycle statuses. Use them for labels such as Student, Deacon, Choir, or Follow-up priority. Tags appear as coloured chips on people records and lists. They are informational labels until you use them in filters, reports, or backslider rules.
Who can do this: Org Owner, Org Admin, and Branch Admin can open Tags. These roles can create, edit, reorder, and archive tags. Editors and Treasurers do not see Tags in the sidebar.

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Open tags

In the sidebar, click Tags. The page lists your active tags in display order. Changes apply across the whole organisation, not only one branch.

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Create a tag

1

Open the new tag dialog

Click New tag.
2

Enter the label

Enter a short Label, up to 32 characters.
3

Choose a colour

Pick the colour that should appear on the tag chip.
4

Choose where it applies

Set Applies to to Members, Visitors, or Both.
5

Save the tag

Add an optional description, then click Save.
The Applies to setting controls where the tag is offered. A member-only tag does not appear in visitor tag pickers. A visitor-only tag does not appear in member tag pickers.

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Edit tags

Use the tag row actions to edit a tag’s label, colour, or Applies to setting. Drag tag rows to change their order. The new order saves immediately and controls how tags appear in pickers and chip lists. Bethel ChMS includes a system Student tag. You can change its colour and reorder it, but you cannot rename, remove, or change where it applies.

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Archive a tag

Click the archive action on a tag row, then confirm. Archived tags are hidden from new pickers and filters. People who already have the tag keep that tag until you remove it from their record.
Archived tags are not hard-deleted. This keeps existing person records and history understandable.

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Assign tags to people

You can assign tags when you create or edit a member or visitor.
  1. Open the member or visitor form.
  2. Find Tags.
  3. Click Add tag.
  4. Search for and select one or more tags.
  5. Save the record.
The picker only shows tags that apply to the person type. For example, member forms show member and both-purpose tags. When you convert a visitor to a member, member-compatible tags are carried into the conversion dialog. Visitor-only tags are not added to the new member.

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Use tags in lists and exports

Member and visitor lists show tags as chips. Use the Tags filter to narrow each list to people with selected tags. CSV exports for members and visitors include a Tags column. The export follows the current filters.

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Use tags in reports

Tags are available in reports where they apply to the report’s people type.
ReportTag support
Member DirectoryAdd Tags as a column and filter members by tag.
Visitor Follow-up ListAdd Tags as a column and filter visitors by tag.
Membership DemographicsFilter counted members by tag.
When you select two or more tags in the report builder, choose Match any or Match all:
  • Match any includes people who have at least one selected tag.
  • Match all includes only people who have every selected tag.

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Use tags in backslider rules

Backslider rules can use Tags as a member condition. Use tag conditions when a rule should only include or exclude members with certain labels. Supported operators include is any of, is not any of, is set, and is not set. You can also filter the backsliders list by Tags during follow-up.