Organize people with tags
Set up people tags in Services to organize profiles by shared attributes or skills. You can then use these tags to schedule people and create teams.
You must have people and plans administrator permissions in Services to set up people tags.
Important
These tags apply only to Services profiles, not to profiles in Planning Center People.
How do tags and teams work together?
When it comes to people tags, it is helpful to understand the difference between tags and teams.
Tags are a universal attribute or skill that can be applied to a person in general. For example, Jenn plays the piano. When you filter by the "Piano" tag, you'll see everyone in your entire account who plays piano.
Teams are more specific and allow you to specify where she plays the piano. Jenn plays piano in the High School band, so she is assigned to that team.
Tag teams are a special type of team whose members cannot be individually assigned, but instead consist of people with specific tags. Tag teams are helpful when you have multiple teams with the exact same members. For example, Team A and Team B can both have a "Piano" position that assigns everyone with the "Piano" tag on their profile.
Create people tags
Select the People page from the top navigation in Services.
Select the Actions button in the top right.
Choose Edit Tags from the dropdown.
Select the People tab to create, edit, and organize tags and tag groups.
Use the dropdown in the top left to filter tags by folder.
Type a tag name into the Add tag field and select the ➕ plus button to add a tag.
Select Add Tag Group at the bottom of the list to create a new tag group.
Hover over a tag group and select the ✏️ edit icon that appears to edit or delete it.
Hover over a tag and select the 🗑️ delete icon that appears to delete it.
Important
If a tag team exists with the same name as a people tag group, then any new tag added to that tag group will be created as a position within the tag team.
Assign people tags
You can assign people to tags from their profile page, the Tags page, or by using the bulk edit tool.
From a profile
Select the People page from the top navigation in Services.
Select someone's name from the list to open their profile, or use filters to search for a specific person.
Select the Details tab at the top of their profile page.
In the Tags section, select Add.
To add a tag, search for a tag and select it from the list.
From the Tags page
Select the People page from the top navigation in Services.
Select Actions in the top right.
Choose Edit Tags from the dropdown to open the Tags page.
Select the People tab.
Hover over a tag and select the 👤 person icon that appears.
Assign new people to this tag by typing their name in the search box at the top.
Select Save when you are finished making changes.
Using the bulk edit tool
Select the People page from the top navigation in Services.
Select the people that you want to edit by hovering over their profile icon and checking the box that appears.
Select the ✏️ edit icon at the top of the list.
In the Add Tags box, type in the tags you want to assign to the selected people.
Select Update x people when you are finished making your changes.
Remove tags
If a tag no longer applies to a person, you can remove it from their profile page, the Tags page, or by using the bulk edit tool.
From a profile
Select the People page from the top navigation in Services.
Select someone's name from the list to open their profile, or use filters to search for a specific person.
Select the Details tab at the top of their profile page.
In the Tags section, select Add.
To remove an existing tag, select the X to the right of the tag.
From the Tags page
Select the People page from the top navigation in Services.
Select Actions in the top right.
Choose Edit Tags from the dropdown to open the Tags page.
Select the People tab.
Hover over a tag and select the 👤 person icon that appears.
Remove people from this tag by hovering over their name and selecting the 🗑️ delete icon that appears.
Select Save when you are finished making changes.
Using the bulk edit tool
Select the People page from the top navigation in Services.
Select the people that you want to edit by hovering over their profile icon and checking the box that appears.
Select the ✏️ edit icon at the top of the list.
In the Remove Tags box, type in the tags you want to remove from the selected people.
Select Update x people when you are finished making your changes.
Warning
You cannot remove a required tag using the bulk edit tool if it is the only tag in that group.
Schedule people using tags
You can use tags to schedule people, even if they're not assigned to a team. For example, if no one from your campus is available to play piano, you can schedule anyone else from your church who has the "Piano" tag on their profile.
Tip
Check out the article on setting up backup teams to learn how you can use tags to create backups when your regular team members are unavailable.
Select the Plans page in the top navigation.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab at the top of the plan page.
Select Team actions in the top right.
Choose Add People to open the Guest tab of the scheduling sidebar.
Select Filter in the top left of the list.
Select the Tags tab.
Use the dropdowns to choose which tags to include in your filter.
Select Filter to hide the filter menu and see a list of people assigned to the selected tag(s).
Hover a person's profile icon and select the checkbox that appears.
Select a team and position from the dropdown that appears next to their name.
Select Add 1 in the top right to schedule this person.