After completing Settings, the next step is assigning Tags within People. The Tags organize communication, so anytime you want to communicate with a group of people, you will use Tags. Certain Tags are created by the system and cannot be modified. But the remainder, those with the pencil icon beside them, are customizable.

System Tags:

• An Admin is a Tag that is assigned by the system. It can only be added or removed in Settings > Admin Settings.  When you add someone as an Admin, the system will add the Tag. When you delete them as an Admin, it will take the Tag away. If the person is removed as a Member, it will also remove their Admin rights.
• A Member is anyone invited to use BoosterHub and who has a login. These are typically the active participants in the booster club.
• A Non-member is someone you would like to send communications to, but is not in the booster club. This is great for people like sponsors, school officials, alumni, or others associated with the club.
• The Pending Tag is automatically added when you invite someone to BoosterHub.  Once they click on their invitation link, the Pending Tag will be removed.
• The Vendor and Donor Tags are connected to the accounting system.

Next, set up your Custom Fields. You can add an unlimited number of custom fields for tracking anything from statistics, to meal preferences, to graduation year. To create them, go to People > Custom Fields. Rearrange the order on the Custom Fields page by clicking the Up or Down arrows on the page. To create a new field, click + New Custom Field.  

• Enter the name of the field in Title and choose Type so that it is formatted correctly.
• Choose Visibility for Admins and Members or Admins Only.
• For Field Validation, choose Optional or Required, and note that Required applies to all Members, so if you are creating a field that applies, for example, to students but not to parents, then you will want to set it as Optional.