--- title: Program Tags description: How to attach Program Tags to a Visit and to a Client. --- [Skip to content](https://support.pantrysoft.com/program-tags#main-content) English Show submenu for translations [More support](https://support.pantrysoft.com/kb-tickets/new?hsLang=en) ![pexels-caleboquendo-7807594](https://support.pantrysoft.com/hs-fs/hubfs/pexels-caleboquendo-7807594.jpeg?width=3480&height=892&name=pexels-caleboquendo-7807594.jpeg) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.pantrysoft.com/kb-tickets/new) - [Go to pantrysoft.com](https://app.pantrysoft.com/login) [Go to pantrysoft.com](https://app.pantrysoft.com/login) Welcome to the PantrySoft knowledge base. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en) 2. [Additional Admin Guides](https://support.pantrysoft.com/additional-admin-guides?hsLang=en) 3. [Tags](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#tags) # Program Tags ## How to attach Program Tags to a Visit and to a Client. ### Definition In PantrySoft, **Program Tags** are badges you can attach to a Client and/or Visits that help administrators flag a Client or a Visit as participating in a certain pantry program. *(For instance, a Client may be designated as a TEFAP client, and some of their Visits may also be designated as a TEFAP visit.)* *![Program Tags Overview](https://support.pantrysoft.com/hs-fs/hubfs/Program%20Tags%20Overview.png?width=670&name=Program%20Tags%20Overview.png)* *Figure A: Dashboard where the Client is flagged with a TEFAP program tag, and one of their Visits is flagged with both the TEFAP and the CSFP tags.* ### Enabling Program Tags **Go to Setup-\>General Settings: Enable Program Tags (E.G. TEFAP)**  **![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Dec-19-2023-07-14-08-9907-PM.png?width=670&height=451&name=image-png-Dec-19-2023-07-14-08-9907-PM.png)** ### Creating Program Tags Program Tags, like so many series of items in PantrySoft, are just picklist entries. As such, as an admin you can edit, create, or delete them by going to **Setup \> Picklists \> *Program Tags***. ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-17-2026-06-29-20-1676-PM.png?width=670&height=246&name=image-png-Jul-17-2026-06-29-20-1676-PM.png) ### Tagging a Client with a Program Tag #### Setting up a Program Tag Registration Question (Admin Step) *New Registration Question screen set up to tag Clients with the TEFAP Program tag* ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-17-2026-06-34-13-2158-PM.png?width=670&height=331&name=image-png-Jul-17-2026-06-34-13-2158-PM.png) To allow Clients to be tagged with a Program Tag already in the system, you'll need to create a checkbox type of Registration Question to match. Those Clients whose latest Registration has that checkbox checked will thereafter be tagged with that Program Tag on the dashboard and on certain reports. *(Admins) Perform the following tasks to set up a Registration Question that can tag Clients with a specific Program Tag:* 1. **Prepare a New Registration Question** Go to **Setup-\> Registration Questions**. Click New Question. 2. **Make a New Checkbox Type of Question (See Callout A above)** After naming the Question whatever you like (i.e. "TEFAP Qualified"), change the datatype to *checkbox*. 3. **Tag the Checkbox Question with the Appropriate Program Tag (See Callout B above)** Select one of the program tags from the Program Tags field. When a Client answers yes to this question (or an admin does it for them), the Client will then acquire the tag in question. 4. ***(Optional) Consider Making this Show Only on the Dashboard** **(See Callout C above)*** Optionally, de-select the Include in Kiosk and Include on Store checkbox. This will make the Registration Question appear only on the dashboard. (For instance, a pantry that gives Dashboard logins only to their high-level Users might want only those dashboard Users to be able to mark someone as TEFAP-certified. They'd un-check Include in Kiosk and include in Store so the dash is the only place anyone could answer the *TEFAP-Qualified* question for a Client.) #### Tagging a Client Check the tagged registration checkbox: ![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-17-2026-06-40-15-1730-PM.png?width=412&height=125&name=image-png-Jul-17-2026-06-40-15-1730-PM.png) *Client tagged with the TEFAP Program Tag after answering the TEFAP Qualified? registration question.* ![Program Tag Client Detail](https://support.pantrysoft.com/hs-fs/hubfs/Program%20Tag%20Client%20Detail.png?width=670&name=Program%20Tag%20Client%20Detail.png) Now that we have a Program Tag set up, and we have a Registration Question set up to tag a Client with that tag, we can tag a Client in day-to-day operations. *Perform the following steps to tag a Client:* 1. **Edit Their Recent Registration or Create a New One** Click the edit pencil next to the Client's latest Registration, or else create a new one for them. 2. **Answer the Tagged Question** Click the checkbox question you set up above in the previous section. 3. **Save and Exit, and Verify** Notice now that in the Client's core information, they have the tag you tied to the question that was just answered. (See Figure D) ### Tagging a Visit ![Program Tags on Visit](https://support.pantrysoft.com/hs-fs/hubfs/Program%20Tags%20on%20Visit.png?width=670&name=Program%20Tags%20on%20Visit.png) *Figure E: Visit with TEFAP and CSFP tags selected* Visits can also be tagged with one or more Program Tags. This makes the Program Tag feature a useful compliment to the Visit Type feature. Whereas Visits can only have one Visit Type, you can tag a Visit with multiple tags. *To tag a Visit, perform the following steps:* 1. **Open Visit** Click New Visit or edit one. 2. **Click Program Tag** Select one or more program tags. 3. **Save, Exit, and Verify** Save and Exit, and verify. Click Save and Exit. 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