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# Kindy Tags

# Kindy Tags

This article will assist you with viewing and managing Tags to assist with filtering on Kindy Eligibility Tags.

### Overview

If your Service provides Preschool/Kindergarten programs and you would like to capture this information, you can activate the Kindergarten Fee section on your Enrolment forms, 

| To assist you further with managing Tags see: [How to Manage Tags](https://help.xap.rocks/en/article/how-to-manage-tags-mbrh7p/) and [Enrolment Form - Kindergarten Questions](https://help.xap.rocks/en/article/enrolment-form-kindergarten-questions-1pnrrop/?bust=1678923809994)

If you have enabled the Kindergarten section of the enrolment form, Tags can be applied to the child/ren once the questions have been answered, this also includes applying Tag's for Discounts:

* **Standard questions** on the Kindergarten section of the Enrolment form **will** have automatic Tags applied to the child if completed
* **Custom questions** will **not** have an automatic Tag applied to the Child if completed. Tags will need to be manually added to the child.

### To apply Manual Tags to a Child

1. Select the **Families** Screen
2. Select the **Children Tab** from the top menu
3. Select the **3 dot** menu next to the child
4. Select **Add/Edit Tag** from the drop-down menu
| Note: If this is to be applied in conjunction with a Discount that has been configured as a Rule. Rules will only apply automatically whenever a booking is created or changed and meets the Rule conditions. You only need to manually apply a Discount by Rule if the child now meets the Rule, but their booking hasn’t changed. **Example:** A Rule applies a discount based on a Tag. If the child has just been given that Tag, the Discount won’t apply automatically because the booking didn’t change. In this case, you will need to manually apply the Direct Discount.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1c1sw4r.png)

5. Select **Add Tag**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_181hli8.png)

6. Type in the **Tag** name 
* If this is a new Tag select the option from the drop-down menu
* or if this is a new Tag, select Create ""##""
7. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_ppa2cm.png)

The Tag will then be applied to the selected child.

###### Note: Tag's can also be applied in bulk see: [Applying Tags](https://help.xap.rocks/en/article/tags-applying-tags-1uz2cm8/).


![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1o0lbiz.png)

### Filtering/Reporting on Tags

Once Tag's have been added onto Children you can use Filters to view these children and also use this for reporting.

###### From the Families screen and Children Tab:

1. Select the **Filter** icon


![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1y9ob4e.png)

2. Select the **Tag(s)** option and type in the Tag/s you are wanting to view
3. Select **Update Search**
| Note: Other Filters can be applied if required to refine the list.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1oz297f.png)

**If you would like to view this as a report**:
4. Select the child/ren
5. Select **Bulk Action**
6. Select **Export to Excel** from the drop-down menu


![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1sceadf.png)



