What Can I Customize?
Within your Tags settings, you’ll be able to customize:
Interested Plan & Lead Status
Personalize your CRM by setting your own lead statuses and tags for interested plans. This helps your team track leads more effectively.Plan Type
Add custom plan types to better organize and report on the different types of memberships you offer.Resource Categories
Group your space’s resources into custom categories. These will show in the member app, helping members more easily find and book what they need.
🛠️ How to Customize Your Tags
Head to your Admin Dashboard.
Click the gear icon (⚙️) in the top-right corner to open Community Settings.
In the left-hand menu, select Tags.
Choose the tag section you'd like to customize:
Interested Plan & Lead Status
Plan Type
Resource Categories
Add, edit, or remove tags as needed!
💡 Pro Tips
Use simple, intuitive names—especially for Resource Categories (these will be visible in the member app).
You can update your tags at any time—no need to finalize everything at once.
Custom tags can improve both your internal tracking and your member experience.
Happy Tagging!