> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Tags - Settings screen

### Managing Tag's - Settings screen

Tags are unique labels you can add to family records to help you search, sort, categorise, filter, and segment information more efficiently. You can choose an existing tag or create a new one at any time.
|| Important to note: Tag's are only visible for the Service; they are not visible to Families.

Tag's are defined by:

| Heading | Description | Actions |
| ---- |
| System | Xap Default Tag's, unable to be edited/archived | Automatically applied by Xap e.g. Child YES for Asthma = Asthma Tag applied |
| User defined | Tag created by the service. | Manually applied by the service as required e.g. Family on Payment Plan |

###### Managing Tags

1. [Creating Tag's](#3-creating-new-tags)
2. [Deleting Tag's](#3-deleting-tags)
3. [Making a Tag Inactive](#3-making-a-tag-inactive)

|| To assist you further with Tag's see: [Applying Tag's](https://help.xap.rocks/en/article/tags-applying-tags-1uz2cm8/) and [Removing Manual Tag's](https://help.xap.rocks/en/article/removing-a-manual-tag-12ki0kd/)

###### Tag's can be created:

1. **via the Settings screen - recommended for consistency for services**
2. via the child/family screens


### Creating new Tag's

To create new Tag's:
1. Select Settings from the left-hand menu bar. 
2. Select the Tag's icon.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1avhf47.png)

| The Tag's are grouped by categories. Select the category to view existing created Tag's.

* System = Xap Default Tag's (automatically applied as required eg. YES, child has Asthma - Asthma Tag applied)
* Userdefined = Tag by the service (will need to be applied manually to eg. Child)

3. Select the green **+Add** button
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_x5bvu7.png)

4. Add in the **Tag name** e.g PP (Payment Plan)
5. Select the category to assign the tag to, in this example this is a **Family Tag** so will be available to assign to a Family/Account name.
6. Add a **description** as required (internal for reporting)
7. Select the **Service/s** to assign the Tag to
8. Select **High priority** as required (will display as ${color}[#e20808](**RED**) when applied or ${color}[#f08e33](**Orange**) if not selected)
9. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_131olyf.png)

### Deleting Tag's

If you are no longer using a Tag, this can be deleted from the settings screen. When a Tag is deleted, you will need to assign a new Tag to any records that used it. This only applies to **user‑defined** (user‑created) Tags.

1. Apply **Filters** or search on the Tag
2. Expand the **Category**
3. Expand the **Userdefined** heading
4. Select the **3-dot** menu next to the Tag
5. Select **Delete**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_3ngbxe.png)
6. Tick **Assign another Tag**
7. Select the **new Tag** to assign
8. Select **Confirm Delete**
|| All places the Deleted Tag was assigned to will be updated to the NEW assigned Tag.
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_9kxs0c.png)
### Making a Tag Inactive

If you are no longer using a Tag, and don't want to assign a new Tag, this can be managed from the settings screen. This only applies to **user‑defined** (user‑created) Tags.

1. Apply **Filters** or search on the Tag
2. Expand the **Category**
3. Expand the **Userdefined** heading
4. Select the **3-dot** menu next to the Tag
5. Select **Edit**
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1nr7muk.png)
6. Untick **Active** status
7. Select **Save**
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_bn8qzb.png)
The status will change from **Active** to **Inactive**
![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_hizbuf.png)