Articles on: Families Module

Tags - Applying Tags

Tags are unique identifiers that can be associated with family records to search, sort, categorise, filter, and segment records in a more efficient way. You can select an existing tag from a list of tags or simply create a new one.

Tags can be created at the time they are being applied (depending on User Permission), or select from Tags that have already created.

Note: Tags are not visible to Families via the Guardian portal or Smile App.

Tags can be applied against:

Families
Guardians
Children

Tags can be applied via:

Families Screen
Guardian Screen
Children Screen
Family Summary

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
Userdefined	Tag created by the service.	Manually applied by the service as required e.g. Family on Payment Plan

To assist you further see: What are the Xap system tags? and How To Manage Tags

Manual Tags

Tags will need to be applied if you have Custom Enrolment Form questions and would like to filter on these options and have them visible via the Connect App.

The information can be found on the Child's Details or Enrolment forms.

This would assist with e.g.:

Custom Kindergarten questions eg. FTB a/b eligibility
Bus Lists
Schools of Attendance

Applying Tags Individually

To apply a Tag to an Individual

Select the Families Screen/Guardian Screen/Children Screen, in this example we are selecting the Children Screen
Select the Name of the child
Select the 3 dot menu
Select Add/Edit Tag from the drop-down menu

Select Add Tag

Start to type in the name of the Tag to be applied. Existing Tags will display, if this is a new Tag, select Create
Select Save to apply the Tag

Note: Further Tags can be applied at the same time by selecting the Add Tag option

Applied Tag's will be displayed.

Tags can be sorted on by using the Filter option.

To apply a Tags in Bulk

Select the Families Screen/Guardian Screen/Children Screen, in this example we are selecting the Children Screen
Select the Name's of the child/ren
Select the Bulk Action icon
Select Add Tag from the drop-down menu

Select Add Tag

Start to type in the name of the Tag to be applied. Existing Tag's will display, if this is a new Tag, select Create
Select Save to apply the Tag

To assist you further with Tag's see: Managing Tag's

Updated on: 16/01/2026

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