One of the most powerful tools for managing our instructors is instructor tags.
Tags will allow us to filter our instructors by discipline, languages spoken or any criteria we choose. It is best to set for example:
- 2 tags for “Location 1 Team” and “Ski” rather than 1 tag for “Location 1 Team Ski” or
- 2 tags for “Privates” and “Snowboard” rather than 1 tag for “Privates Snowboard”
This will give us more flexibility when filtering instructors later.
Set Up Tags
To set up or edit Tags:
Navigate → Product Setup → Instructor Contract Tag
Choose a Tag name, colour and Save.
A typical list might be (note if you use prefixes like “G -” and “L -” this will help with ordering your list):
Apply Tags To Instructors
To apply tags to our instructors we add to their contract here:
Navigate → Product Setup → Instructor Contract Management
This will allow us to filter our instructors on the drag drop page when scheduling.
Using Tags On When Scheduling
Tags are used on the drag and drop scheduling page by selecting from the Tags drop down menu.
So, if we are looking for a French speaking, male, ski instructor at location 1, we would apply the following Tag filters. This would restrict the Instructor listed to only those who have the Tags on our list.
