Tags are a great way to organize and filter students by custom labels in CounselMore.
Here’s how to manage them:
To Add Tags:
- Open the student record by clicking the pencil icon. Go to Student Information banner.
- Type your desired tag and hit Enter to add it. You can also select from existing tags in the dropdown list.
NOTE: If the New Bio Banner is enabled, you'll see the Tags under the Administrator banner.
To Remove Tags from a Student:
You can remove tags from a specific student by:
- Opening the student record.
- Clicking the "x" next to any tag to delete it from that student’s profile.
Note: This only removes the tag from that individual student. The tag will still appear as an option in the dropdown list for future use.
To Permanently Delete a Tag:
If you need to completely remove a tag (for example, if it was misspelled or no longer relevant), please contact our support team at support@counselmore.com. We’ll help you clean up your tag list.
TIP: Tags are useful in Routine Assignments Bulk Assign, Master Folder Bulk Assign, and Broadcast Messaging.