Managing & Assigning Tags

Add new labels to categorize students for efficient filtering, searching, and automation of tasks.

By Red Belt Team | Last Update: April 4, 2026

Managing a Tag

1. On your computer, go to your Account
2. Click Settings (gear icon).
3. Under Customizations, click Tags.
4. Click + Create.
5. Type the Tag Name in the input box.
6. Click Save or click Save & New to create the program and start a new program build.
7. To delete a tag, hover over the tag then click the X. Then click Delete to confirm deletion or click Cancel to cancel removal.

Assigning or Removing a Tag

1. On your computer, go to your Account
2. Click Contacts.
3. Under the Tags column click +.
4. Use the search box to find the tag.
5. Select the tag.
6. To remove a tag, hover over the tag then click the X.

Common Questions & Troubleshooting

What are contact types?

A contact type is a classification label used to facilitate better filtering, reporting, and targeted communication. The contact types are:

• Lead: new contact without an active plan
• Member: new or long-term student with an active plan
• Trial: new or short-term student with a limited active plan
• Former Member: old contact with an expired or canceled
• Frozen: short or long-term member with a paused plan

Contact types change automatically based on activity. Use types to filter your contacts and find leads, paying members, paused accounts, and former members.