When to use it
Use smart tags when you want segments that maintain themselves - who is overdue, whose membership is about to expire, who plays padel - and then act on them with promotions, automations, and reports. Typical uses:- Marketing by sport - a padel and tennis gym tags members who book a sport regularly and targets a padel-night promotion at the padel tag only.
- Chasing renewals - a gym pairs the Expiring Soon tag with a renewal discount.
- Recovering payments - a Pilates studio builds an automation that messages members tagged Overdue.
- Age and family messaging - a martial-arts school tags kids and juniors automatically, and tags parents from household accounts so it can message them about their children.
How it differs from manual tags
You can attach two kinds of tags to a contact:
Both types behave identically when you filter or segment. A promotion that targets “Overdue” works the same whether that tag is manual or smart.
Who gets smart tags
The engine treats contacts differently depending on what they are:- Members, drop-ins, lapsed members, and leads (anyone who has booked, checked in, or held a plan, or who is in your pipeline) are eligible for every enabled category.
- Contacts with no activity (never booked, checked in, or held a plan, and not in your pipeline) only receive Age, Contact stages, Relationship, Language, and Payment method. The activity-based categories (Attendance, Financial, Lifecycle, Loyalty, Membership, Interest, Progression, Assessment) don’t apply until the contact becomes a lead or a customer.
- Staff (instructors, managers, admins) never receive smart tags. Any auto-tag they picked up before becoming staff is stripped on the next evaluation; their manual tags are kept.
- Archived contacts are frozen - their tags stay as a snapshot and are not recomputed.
Categories
Each category has an Enable this tag category switch. Within a category, a contact gets at most one tag - the highest matching tier - except Interest (one tag per qualifying sport), Relationship (a contact can be both Parent and Child), Payment method (one tag per kind of saved method), and Progression and Assessment (a member can carry more than one). Disable a category and every tag it produced is removed on the next sync. The categories below are listed in the order they appear on the page. Five are enabled out of the box: Financial, Lifecycle, Membership, Contact stages, and Payment method.Financial (enabled by default)
Flags members with unpaid or overdue payments. Each tier defines the minimum number of days a payment can be overdue before the tag applies. Defaults:- Unpaid - owes money, but nothing is past due yet (at least one pending, failed, or overdue charge dated today or later).
- Past Due - a payment is 1+ day overdue.
- Overdue - a payment is 7+ days overdue.
Lifecycle (enabled by default)
Tracks where each person is in their journey. A contact gets the first of these that applies:- Pipeline stage - a contact in your pipeline carries their stage as their Lifecycle tag (for example “New lead” or “Contacted”). The page lists one row per stage; rename or add stages under Settings > Members > Pipeline (Edit in Pipeline settings).
- Frozen - every recurring membership or season pass the member holds is paused. A paused plan next to an active one isn’t Frozen. This row is fixed: you can rename and recolour it, but not delete it.
- Tenure tags - how long the member has been with you, counted from the start date of their first plan. Requires a plan that is active or pending, so a lapsed member drops out of the category. A day pass or a class pack starts the count as much as a recurring membership does. Someone who visited before buying their first plan doesn’t get Trial, but gets the later tiers as usual.
Membership (enabled by default)
Monitors where a member sits relative to their membership expiry date. The field is labelled Days Before Expiry: a positive value means days before expiry; a negative value means days after. Defaults: Expiring (7 days before), Expiring Soon (3 days before), Expired (7 days after). Two behaviours worth knowing:- Before-expiry tiers only match memberships that are active and not auto-renewing. An auto-renewing membership is never flagged as expiring, because it isn’t going to lapse.
- After-expiry tiers only apply when the member has no active membership at all.
Loyalty (disabled by default)
Ranks members by total lifetime activity (bookings + check-ins). Use it for tenure-style recognition, in contrast to Attendance, which measures recent engagement. Defaults: Legend (50+), Champion (25+), Pro (10+), Rising Star (5+), Beginner (fewer than 5). The field is labelled Minimum Activity.Attendance (disabled by default)
Groups members by how often they check in over a recent window. Each tier defines a Minimum Visits count and a Period (Days). Defaults: All-Star (16+ visits / 30 days), Regular (8+), Casual (4+), Low Activity (1+), Inactive (0 in the period). Thresholds and periods are fully editable.Age (disabled by default)
Tags members by age group from their date of birth. Each tier has a Min Age and Max Age. Defaults: Infant (0-4), Kid (5-12), Junior (13-17), Adult (18-64), Senior (65+). Edit the bounds to match how you market and price. These defaults are the same age bands a class type’s age group uses, so a Kids class and the Kid tag start out meaning the same ages. Editing a tag’s bounds changes only the tag.Contact stages (enabled by default)
Tags contacts by how recently they were added - useful for spotting fresh leads. The field is Max Days Since Created. Default: New (within 14 days).Payment method (enabled by default)
Tags contacts by the kinds of payment method they have saved in Stripe and can still be charged to. An expired card doesn’t count. There’s one fixed row per kind: Card, ACH Debit, SEPA Debit, Bacs Debit, Link, and Other Payment Method. As with Relationship, you can only edit each row’s display name and colour. A contact gets one tag per kind they have saved, and it applies to contacts with no activity too, since someone can save a card before they ever book. The tags update when a payment method is saved or removed, not in the nightly run. If you turn the category off and on again, 1Club rebuilds the tags from Stripe in the background. A gym that doesn’t use Stripe sees none of these tags.Relationship (disabled by default)
Tags members by their household role. Household owners and adults are tagged as parents; dependents are tagged as children. This category has two fixed tags - Parent and Child. You can only edit their display name and colour; there are no thresholds and you can’t add or remove tiers. A contact can carry both if, for example, they’re an adult in one household and a dependent in another. It applies to leads as well as members.Language (disabled by default)
Tags members by their preferred language, taken from their linked account profile. There’s one fixed tag per supported locale: English, Español, Français, Deutsch, Български, Čeština. As with Relationship, you can only edit the display name and colour - not the locale mapping - and you can’t add or remove rows. A contact with no linked user account (a walk-in or lead who never registered) has no known language and receives no language tag.Interest (disabled by default)
Sport-by-sport tags applied to members who’ve booked the same sport at least N times. Tags are generated dynamically, one per sport that crosses the threshold, so a member can hold several interest tags at once. The field is Minimum Bookings per Sport (default 3). Use these to target audiences with offers relevant to what they already do - for example, a padel-only promotion for members tagged with the padel interest.Progression (disabled by default)
Tags members by their levels on your progression tracks. The four tags are fixed: you can edit each one’s name, colour and threshold, but you can’t add or remove rows. A member who holds several tracks gets a tag if any of their tracks qualifies, and can carry more than one.- Eligible for Promotion - has the sessions the next level requires (see Sessions to the next level).
- Close to Promotion - not eligible yet, but has reached a share of the sessions needed (default 80%).
- Stalled at Rank - holds a level but hasn’t attended a session in the last N days (default 30). The check runs per track, counting only the sessions that count toward that track, so a member training only in classes linked to another track is stalled on this one.
- Recently Promoted - was promoted in the last N days (default 14). A member’s first level, a stripe or a correction never counts as a promotion.
Assessment (disabled by default)
Tags members by their assessments. The three tags are fixed, like Progression.- Not Assessed Recently - attended at least one session in the last N days (default 30) but has no assessment in that time. Members who stopped coming aren’t flagged.
- Top Performer - the average of their last 3 assessments is at least a share of the scale (default 80%).
- Needs Attention - the average of their last 3 assessments is at most a share of the scale (default 50%).
Engagement scoring (disabled by default)
Sitting at the bottom of the same page, engagement scoring is a related feature rather than a tag category. When enabled, it computes a member engagement score from four weighted inputs - Financial, Services, Physical, and Engagement - whose weights must sum to 100%. The score surfaces on the engagement dashboard; it doesn’t create tags.Configuring rules
- Go to Settings > Members > Smart Tags. (The Manual Tags tab next to it manages plain manual tags; see Manual tags.)
- For each category:
- Toggle Enable this tag category on or off.
- Edit a tier - adjust the threshold (visits, days, age range, and so on) and rename or recolour the tag.
- Add a tier with Add Tag (not available for Payment method, Relationship, Language, Interest, Progression, or Assessment, whose rows are fixed or derived).
- Delete a tier you don’t need (the fixed Unpaid, Frozen, payment method, Parent/Child, language, progression, and assessment rows can’t be deleted). Lifecycle’s pipeline stage rows are managed under Settings > Members > Pipeline.
- Save with the floating save alert at the bottom of the page.
How and when tags are kept in sync
Smart tags are recomputed:- Reactively, on the events that could shift a tag - when a contact is created or moves to another pipeline stage, a membership is created, cancelled, paused, resumed, or expires, a payment succeeds or fails, a booking is created, cancelled, marked no-show, checked in, or completed, a payment method is saved or removed, a member is promoted or a level is corrected or removed, an assessment is added, edited or removed, or a member has a birthday. The affected contact is re-evaluated right away.
- Nightly, as a backstop, for every contact in the organization (runs at 03:00 UTC). This is what catches purely time-based transitions - a membership crossing its expiry window, a contact ageing past “New”, a household-role change.
- On demand, via the Sync tags button on the Smart tagging page. It re-evaluates everyone and reports how many members were updated.
Where smart tags show up
Smart tags behave exactly like manual tags wherever tags are consumed:- Member lists - filter the list by tag; a tag chip tells you whether it’s manual or smart.
- Contact profile - both kinds appear in the same Tags section.
- Promotion segments - restrict a voucher or discount to contacts carrying specific tags.
- Automations - use tags in entry conditions to control which contacts a workflow runs for.
- Reports and analytics - break KPIs down by tag to compare cohorts (for example, revenue from “Regular” vs. “Overdue”).
Editing tags on a contact
You cannot add or remove a smart tag on a single contact from their profile. A smart tag is the output of a rule, so the engine would just put it back (or take it off) on the next evaluation. To change who has a tag:- Change the rule under Settings > Members > Smart Tags (this affects every contact).
- Or, to flag one person, use a manual tag instead - manual tags can be added and removed per contact at any time.
Manual tags
Manual tags are the ones you apply by hand. Manage the list under Settings > Members > Manual Tags: click Add Tag, enter a Tag Name, and optionally pick a Color. Click a tag to edit it. Deleting a tag removes it from every member who has it. You add and remove manual tags on a single contact from the tag chips on their profile.Renaming or disabling categories
- Renaming a tier updates the tag name across every contact that has it as soon as you save.
- Disabling a category removes every tag in that category from every contact on the next sync.
- Re-enabling a category re-applies its tags on the next sync.
- Deleting a tier removes it from every contact that has it as soon as you save, and leaves the rest of the category intact.
Worked examples
Racket-sports gym: fill courts and chase renewals
A padel and tennis gym wants to market by sport and keep courts busy.- Enable Interest (Minimum Bookings per Sport = 3) so regulars pick up padel and tennis interest tags. Target a padel-night promotion at the padel tag only.
- Enable Attendance to separate court regulars (“Regular”, “All-Star”) from members who are slipping (“Low Activity”, “Inactive”).
- Keep Membership on and pair the “Expiring Soon” tag with a renewal discount.
Martial-arts school with a kids’ programme
A jiu-jitsu and muay-thai academy runs junior classes and family memberships.- Enable Age so juniors (13-17) and kids (5-12) are tagged automatically for age-appropriate class messaging.
- Enable Relationship to tag Parent and Child from household accounts, so you can message parents about their dependents’ progress.
- Enable Progression to see who is Eligible for Promotion before a grading, and to reach members who are Close to Promotion or Stalled at Rank with a nudge to keep training.
- Enable Assessment so coaches see who is Not Assessed Recently, and so parents of a Top Performer can be congratulated automatically.
Pilates/yoga studio: recover payments and reward loyalty
- Leave Financial on and build an automation that messages the “Overdue” segment before it becomes “Overdue” at 7 days.
- Enable Loyalty to recognise long-standing members (“Legend”, “Champion”) with perks.
Multi-language community gym
Enable Language so members are tagged by their preferred locale (for example Español or Français), then send each promotion in the right language by segmenting on the language tag.Tips & best practices
- Start with the defaults. Financial, Lifecycle, Membership, Contact stages, and Payment method are on out of the box because almost every gym needs them. Add Attendance, Loyalty, Interest, and the demographic categories as you’re ready to act on them.
- Use Attendance for short-term campaigns and Loyalty for long-term recognition. They answer different questions: “who’s gone quiet recently?” vs. “who’s been with us the longest?”
- Don’t duplicate categories with manual tags. If you find yourself hand-tagging members “Overdue”, adjust the Financial thresholds instead.
- Remember auto-renewing memberships never show “Expiring”. If you rely on the Membership tags for renewals, they target non-auto-renewing plans.
- Re-check thresholds periodically. What counted as “Regular” attendance a year ago may not match how your gym runs today.
Troubleshooting
Issue: A member isn’t getting an activity tag (Attendance, Financial, Loyalty, and so on). Cause / fix: The contact has no bookings, check-ins, or plans and isn’t in your pipeline, so only the demographic and payment method categories apply - or the category is disabled. Confirm they have activity and the category is on. Issue: A member has no Language tag. Cause / fix: The tag comes from a linked account’s preferred language. A contact with no linked user account (a walk-in or unregistered lead) can’t be tagged. Also confirm the Language category is enabled. Issue: A member isn’t tagged “Expiring” even though their membership ends soon. Cause / fix: Auto-renewing memberships are never flagged as expiring. The before-expiry tiers only match active, non-auto-renewing memberships whose end date falls inside the window. Issue: A staff member has no smart tags. Cause / fix: That’s by design - staff are excluded from smart tagging entirely. Issue: I changed a threshold but tags didn’t update. Cause / fix: Reactive re-evaluation fires on data changes, not rule changes. After a rule change, click Sync tags to apply it now, or wait for the nightly run at 03:00 UTC. Issue: A lead shows a pipeline stage as their Lifecycle tag instead of Trial. Cause / fix: That’s by design - while a contact is in your pipeline, their stage is their Lifecycle tag. Once they leave the pipeline, the Frozen and tenure tags apply.Related
- Members - where tags are surfaced and used.
- Promotions - restrict offers to specific tags via segment filters.
- Engagement analytics - view engagement scores across your members.