🔒 To view and manage payer tags, you'll need the View, Assign or Manage payer tags permissions
Payer tags help you label and organize payers at your setting. They make it easier to manage payments, track special arrangements, and ensure you're sending reminders to the right people.
What Are Payer Tags?
Payer tags allow you to categorize payers based on their payment arrangements or account status. For example, you might use tags such as:
Payment plan
Do not chase
Student payer
Instead of tracking this information in notes or spreadsheets, you can apply tags directly to payer profiles and then filter by them in the Aging report.
Create and Manage Payer Tags
How payer tags are created and managed depends on whether your center operates as a single site or part of a wider organization, as well as the permissions assigned to your staff.
Staff with the Manage payer tags permission can create, edit, and delete payer tags.
Staff with the Assign payer tags permission can apply tags to payers, but only after the tags have been created by someone with the manage permission.
If tags have been created and assigned, any staff members who have access to payer balances and the Aging report can see those tags on a payer's profile and use them to filter results within the Aging report.
For Single-site Centers
If your center is not part of an organization, you can manage tags directly. To create a payer tag:
Go to Staff → Finance → Payer tags
Click Add tag
Enter the tag name
Click Save changes
The tag will be available immediately when viewing payer profiles.
Edit a tag
Click the tag name
Make your changes
Click Save changes
All payers using this tag will be updated straight away.
Delete a tag
Click the bin icon next to the tag
Confirm deletion
The tag will be removed from all payers.
💡 Once a tag has been deleted, you won't be able to undo the deletion. So make sure to double-check when deleting tags!
For Centers in an Organization
If your center is part of an organization, payer tags are managed at the organization level. This means all centers within the organization will use the same set of tags.
If you’re an organization admin
Go to Organization settings → Payer tags
Click Add tag
Enter the tag name
Click Save changes
Any changes will apply immediately across all centers in the organization.
If you’re a center manager
You can view available tags at Staff → Finance → Payer tags
You can’t add, edit, or delete tags
If any changes are needed, you'll need to reach out to your organization admin.
Add Tags to a Payer
Once tags are set up, you can apply them to individual payers.
To add tags:
Open the payer’s profile
Find the Tags section
Select the tags you want to apply
Tags are saved automatically, and you can apply multiple tags to a single payer.
Payment Method Optional Tag
Famly includes a system-managed tag called Payment method optional, which can be used to override the Payment method required setting for specific payers.
If a payer has this tag applied, they can continue using the app without adding a payment method, even if your center requires one for all other payers.
This is useful for cases where a payment method is not needed, for example, for invoice-only arrangements or special payment agreements.
The Payment method optional tag works like other payer tags in reporting. It is:
Available as a filter in the Aging report
Included in report downloads alongside other payer tags
Use Tags in the Aging Report
💡 Payer tags are available in the new Aging report
Payer tags appear as a column in the Aging report, making it easy to see payment arrangements at a glance. To filter by tags:
Open the Aging report
Use the Tags filter
Select one or more tags
The report will be updated to show only payers with those tags
This is especially useful when sending payment reminders, as you can exclude payers who shouldn’t be contacted, such as those on payment plans.
💡 Payer tags only apply to manually sent billing reminders. If your center uses automatic billing and payment reminders, these do not check for payer tags, so all payers may still receive automatic reminders regardless of their tags