# Make a tag rule

> Make a rule that tags members automatically, see how many it would tag before saving, run it now, and see what each run added and took off.

Who this is for: Anyone with “Dynamic tag rules” (by default: Administrator).
Last checked in release 2026.10.23, on 23 October 2026.
Source: https://sportsclubos.net/help/members/make-a-tag-rule/

A tag rule gives its tag to everyone its conditions hold for, every night. You build it in a side panel that counts, as you go, how many people it would tag. See [How tag rules work](https://sportsclubos.net/help/members/how-tag-rules-work/index.md) for what each condition means.

## Before you start

- You need to be able to make tag rules. The Administrator can by default; your club can give it to other roles on Roles & permissions.
- To see the names behind a count, you also need to be able to see members.

## Start from a suggestion

The **Tag rules** tab lists **Suggested rules**, such as **Squash player**, **Lapsed player**, **New member**, **Ageing out**, **Payment follow-up** and **Bounced email**, each with what it would do in words. **Nothing is switched on until you save it.**

1. Open Admin > Settings and the **Tag rules** tab.
2. Press **Add…** under a suggestion. The side panel opens with the suggestion filled in.
3. Change anything you want, as below, and press **Save**.

## Make a rule of your own

1. On the **Tag rules** tab, press **New rule**. A side panel opens headed **New tag rule**.
2. In **Apply the tag**, type the tag, for example "Squash player".
3. In **Who it applies to**, choose who the rule looks at. **Members (current and awaiting renewal)** suits most rules.
4. Under **When**, the first condition is **Courts: Has ever booked a court**. Set its choices, such as the sport.
5. To use another condition instead, add it and press **Remove** on the first. To add one, choose it in **And also…** and press **Add condition**. A rule has up to five, and all of them must hold.
6. Below the conditions, the count says, for example, **Would tag 3 people** and **None of them has it yet.** It changes a moment after each change you make.
7. Press **See who** to list them, each marked **Will be tagged**, **Has it already** or **Will lose it**. Type in **Find a name or number** to look for someone. Press a name to open their page.
8. Leave **Switched on: run it tonight and every night** ticked, or untick it to save the rule without running it.
9. Press **Save**. A message says **Rule saved. It runs tonight, or press Run now.**

![The side panel "New tag rule": Apply the tag "Squash player", Who it applies to "Members (current and awaiting renewal)", When "Courts: Has ever booked a court" with Sport Squash, "And also…" with Add condition, then "Would tag 3 people", "None of them has it yet." and the three names, each marked "Will be tagged". At the foot, "Switched on: run it tonight and every night", Cancel and Save.](https://sportsclubos.net/help/img/members-tag-rule-panel-1600.webp)
*The count changes a moment after each change, before anything is saved. Shown in release 2026.10.29 · Settings · as an Administrator.*

A condition about age or money shows a note under it: **Everyone who can see members will see this tag, and it says something about this person's age.** (or money). Think about whether the tag should exist before saving it.

## Run the rules now

Press **Run now** at the top of the **Rules** card. It says **Running…** until the run ends, then a message says, for example, **Tag rules run: 3 added, 0 taken off.** Every switched-on rule runs, not only the one you just made.

## See what a run changed

Under **Recent runs**, each run has a line such as **Run now, 23 Oct 10:05 am: 3 added, 0 taken off, 3 people changed**. Press it to open it: for each tag it lists the rule, and who was **Added** and **Removed**, with the number of each. Press **Show more** for the next hundred names. Press the line again to close it.

![The Rules card with one rule, the tag "⟳ Squash player", "Members who have ever booked a squash court" and its last run, and under Recent runs a run opened out: the tag, "Rule: Members who have ever booked a squash court", and "Added (3)" with three names and member numbers.](https://sportsclubos.net/help/img/members-tag-run-1600.webp)
*Each run lists who it added and took off, rule by rule. Shown in release 2026.10.29 · Settings · as an Administrator.*

Without the permission to see members, the run shows the numbers and says **Names need the permission to see members; the counts are shown.**

## Change, switch off or delete a rule

Each rule in the list shows its tag, what it does in words, and **Last run:** with how many people hold it and how many were added and taken off.

- **Change it:** press **Edit**, change it, and press **Save**. The change takes effect at the next run.
- **Switch it off or on:** use the tick box at the left of the rule. Switching off says **Switched off. Its tags come off at the next run.**
- **Delete it:** press **Delete**, then **Press again to delete**. A message says **Rule deleted. Its tags come off at the next run; tags given by hand stay.**

## If something goes wrong

- **New rule is greyed out.** The club has 50 rules, the most it can have. Delete one first.
- **The count says a number must be in a range,** for example **Days must be a whole number from 1 to 3650.** Change the number.
- **"Say how many monthly payments missed, or how many days overdue, or both."** The payments condition needs at least one of its two numbers above 0.
- **A run says it stopped with an error.** It is tried again that night. Its line says **stopped with an error**.
