How to Use Tags to Organize Your Data

Tags in CPR Enroll+ are custom labels you can apply to students, instructors, classes, and other records to categorize and filter your data. Think of them as flexible metadata — you define the tags, then apply them wherever they are useful. Tags make it easy to filter your data in ways the standard fields don't support.

Creating Tags

1. From the sidebar, go to Settings > Tags.

2. Click + Add New.

3. Enter the Tag Name (e.g., "Corporate Client", "Healthcare Worker", "Renewal Student", "VIP").

4. Click Save. The tag is now available across the platform.

Applying Tags

Once created, tags can be applied in several places:

• Students — when enrolling a student (Quick Add or Import), use the Tags field to apply one or more tags. Useful for grouping students by employer, training need, or account type.

• Instructors — in the Instructor create/edit form, apply tags to categorize instructors by specialty, location, or status.

• Classes — in the class create/edit form, apply tags to flag special sessions.

Filtering by Tags

Tags appear as filterable columns in list views throughout the platform:

5. Go to Enrollments > List view (or Instructors list, or Classes list).

6. Use the Tags column filter or the Filters panel to filter records by a specific tag.

7. The list narrows to show only records with that tag applied.