> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bethelchms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags

> Create colour-coded tags for members and visitors, assign them to people, and use them in filters and reports.

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.

<Info>
  **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.
</Info>

## 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.

## Create a tag

<Steps>
  <Step title="Open the new tag dialog">
    Click **New tag**.
  </Step>

  <Step title="Enter the label">
    Enter a short **Label**, up to 32 characters.
  </Step>

  <Step title="Choose a colour">
    Pick the colour that should appear on the tag chip.
  </Step>

  <Step title="Choose where it applies">
    Set **Applies to** to **Members**, **Visitors**, or **Both**.
  </Step>

  <Step title="Save the tag">
    Add an optional description, then click **Save**.
  </Step>
</Steps>

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.

## 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.

## 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.

<Note>
  Archived tags are not hard-deleted. This keeps existing person records and history understandable.
</Note>

## 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.

## 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.

## Use tags in reports

Tags are available in reports where they apply to the report's people type.

| Report                      | Tag support                                          |
| --------------------------- | ---------------------------------------------------- |
| **Member Directory**        | Add **Tags** as a column and filter members by tag.  |
| **Visitor Follow-up List**  | Add **Tags** as a column and filter visitors by tag. |
| **Membership Demographics** | Filter 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.

## 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.