All features and pricing

Everything Simply Action Tags can do.

Simply Action Tags pairs its focused tool surface with the Simply360 records, workflows, websites, permissions, payments, and setup help behind it. This page shows what is included, what is an add-on, and what stays quote-first.

Unlimited staff and collaborators on every Simply360 plan.

Software features connect to the same records and workflows.

Tool-specific add-ons and hardware are labeled before activation.

Archived people or core records leave the active billing meter.

01

Your database

The records, fields, cleanup tools, and history that keep the team working from one reliable source.

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Records for the people and work you manage

Track tags, scans, and linked records — with the notes, history, and related records that explain them — in one place.

See how teams using tags and passes use this
  • One record can hold contact details, history, forms, payments, and notes instead of five spreadsheets.
  • The operations team can open a single record and see the whole relationship before replying.
  • New kinds of records can be added later without starting the database over.
Included by planFree for the first 500 active people or core records; paid bands start at $69/mo up to 2,500.
Pricing details
  • Public bands run up to 25,000 active people or core records.
  • Beyond 25,000 is custom-priced; until a custom contract starts, continuation is $15 per 1,000 average records above 25,000.
  • Archived people or core records leave the active billing meter without being deleted.

Statuses, categories, and choices your team understands

Use your own statuses, categories, stages, and choices so the operations team does not have to translate the system's language.

See how teams using tags and passes use this
  • A status list like Inquiry, Active, and Alumni can match the words already used around the tag tool.
  • Consistent choices mean reports never split across five spellings of the same thing.
  • Update a list once and every form, view, and report follows.
IncludedIncluded on every plan, including Free.

Smart lists that update themselves

Keep saved groups current automatically: active tags, scans, and linked records, overdue follow-up, full sessions, or any other useful segment.

See how teams using tags and passes use this
  • A list like "active tags, scans, and linked records with no activity in 90 days" can stay current on its own.
  • New records that match the rules join the list automatically; nobody re-tags anything.
  • Follow-up queues can empty themselves as the work gets done.
IncludedIncluded on every plan, including Free.

A clear change history

Track who changed what and when, including system and automation activity that matters for support and compliance.

See how teams using tags and passes use this
  • "Who changed this phone number?" becomes a lookup, not an investigation.
  • Sensitive records show a full trail of edits, imports, and merges.
  • Offboarding reviews can confirm what an account touched and when.
IncludedIncluded on every plan, including Free.
02

Seeing your data

The everyday surfaces people use to scan, compare, report, and act on what is happening.

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Operational lists and tables

Create focused tables and lists for the exact records, fields, sorting, and actions each workflow needs.

See how teams using tags and passes use this
  • A working list can show exactly the columns the task at hand needs.
  • Sorting and filters can turn one big table into this week’s short list.
  • Saved views keep the whole team working from the same list.
IncludedIncluded on every plan, including Free.

Focused record pages

Show one record with the sections, related records, actions, and context people need before they decide what to do.

See how teams using tags and passes use this
  • One page can show a record’s details, history, forms, payments, and next steps together.
  • A front-desk question can be answered from one screen while the caller is still on the phone.
  • Related records sit one click away instead of another search.
IncludedIncluded on every plan, including Free.

Daily dashboards

Give the operations team a daily command center for the lists, stats, and actions that matter most.

See how teams using tags and passes use this
  • The morning can start from one screen: today’s lists, open follow-ups, and the numbers that matter.
  • Different roles can get different dashboards — the front line and the director each see what they need.
  • Every dashboard card links straight into the underlying list.
IncludedIncluded on every plan, including Free.

Reports without spreadsheet rebuilding

Build team and personal reports from live data without copying rows into a separate reporting system.

See how teams using tags and passes use this
  • A board-ready report can come from live data instead of a copy-paste ritual.
  • Reports can combine related records — people, payments, participation — in one output.
  • Anyone with permission can re-run a report without asking the person who built it.
IncludedIncluded on every plan, including Free.
03

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

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Guided workflows

Create guided public or internal flows that collect, update, verify, approve, charge, and write structured records.

See how teams using tags and passes use this
  • A multi-step flow can collect information, take a payment, and update records in one pass.
  • Internal wizards can guide the operations team through a process the same way every time.
  • A complex process can stop depending on the one person who knows all the steps.
IncludedIncluded on every plan, including Free.

Public forms that write to the right records

Put the form where visitors already are, then write the answer to the right record.

See how teams using tags and passes use this
  • Visitors can submit from a phone, and the answers land on the right record instantly.
  • Nobody retypes email or paper submissions into the database again.
  • Every submission can trigger a confirmation and a follow-up task automatically.
IncludedIncluded on every plan, including Free.

Registrations and signups

Run signups for events, programs, memberships, services, or any other participation workflow.

See how teams using tags and passes use this
  • A signup can cap at capacity and close itself when full.
  • Registration answers can drive rosters, name tags, and follow-up lists.
  • Payment can happen inside the same registration flow.
IncludedIncluded on every plan, including Free.

Self-service updates

Let people update the records they are allowed to touch instead of sending changes through email.

See how teams using tags and passes use this
  • Visitors can confirm and correct their own details through a secure link.
  • The annual information refresh can stop being a season of phone calls.
  • Changes can wait in review before touching the live record.
IncludedIncluded on every plan, including Free.

Shareable workflow pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See how teams using tags and passes use this
  • A form can live at a clean, branded, shareable link with no website changes needed.
  • A QR code, email, or text can point straight at one specific flow.
IncludedIncluded on every plan, including Free.
04

Automation and communication

Messages, templates, notifications, documents, and conversations that reduce manual follow-up.

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Automations for the follow-up work

When something changes, Simply360 can create the next task, send the next message, or move the next step for the operations team.

See how teams using tags and passes use this
  • A status change can create the next task, send the next message, or update the next field.
  • Reminders can go out before key dates without anyone checking a spreadsheet each morning.
  • The follow-up that always slipped can become the follow-up that always happens.
IncludedIncluded on every plan, including Free.

Notifications for things that need attention

Notify the right people when work changes, approvals need attention, or important records reach a threshold.

See how teams using tags and passes use this
  • The right person can hear about a new submission the moment it lands.
  • The operations team can watch the records that matter instead of refreshing lists.
IncludedIncluded on every plan, including Free.

Email with allowances published up front

Send updates and reminders from the same data your team uses to run the work, with recipient allowances published up front.

See how teams using tags and passes use this
  • A saved segment can get a personalized email pulled from record fields.
  • Opens and clicks land back on the record, not in a separate tool.
  • Confirmations and receipts can send themselves from workflows.
Included with allowance500 recipients/mo on Free; 10,000/mo on the entry paid band.
Pricing details
  • Larger public bands include up to 100,000 recipients/mo.
  • $1 per 1,000 recipients after allowance.

Texts with prepaid caps

Use text for time-sensitive reminders and confirmations, with prepaid caps so texting never becomes a surprise bill.

See how teams using tags and passes use this
  • A same-day reminder text can cut no-shows.
  • Time-sensitive changes can reach visitors who never open email.
  • Prepaid caps keep texting spend intentional.
Usage-based$0.02 per text segment plus $10/mo per SMS number.
Pricing details
  • SMS is prepaid with caps you set; no surprise overage billing.
08

Payments and commerce

Checkout, carts, recurring billing, platform-fee honesty, and payment methods tied to the same records.

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Payment processing with the fees visible

Collect money inside the same flows that write your records, with the platform fee explained before anyone activates payments.

See how teams using tags and passes use this
  • Signups, giving, and invoices can take payment inside the same flow that writes the record.
  • Every payment lands attached to the right person and the work it covers.
  • The platform fee is public before payments are ever turned on.
Payment fee0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.
Pricing details
  • Processor pass-through rates still apply. The platform fee is disclosed once on the page and in billing.
09

People, access, and security

Unlimited users, permission boundaries, sign-in, constituent access, and security posture.

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Unlimited staff and collaborator users

Invite everyone who helps turn taps into action; pricing is not based on how many staff or collaborators need access.

IncludedIncluded on every plan with no seat-based pricing.

Roles and feature permissions

Give each Team User the product areas they need without handing over the whole admin surface.

See how teams using tags and passes use this
  • A seasonal helper can get exactly the areas they need and nothing else.
  • A new teammate can start from a role instead of a checklist of settings.
IncludedIncluded on every plan, including Free.

Data permissions for Team Users

Limit Team Users to the tags, scans, and linked records and fields they should work with while Team Admins keep full oversight.

See how teams using tags and passes use this
  • A Team User can see their own program’s records and not the rest.
  • Sensitive fields can hide from roles that do not need them.
IncludedIncluded on every plan, including Free.

Access rules for people outside the team

Give external people access to the right portal, page, or workflow without turning them into Team Users.

See how teams using tags and passes use this
  • Visitors can sign in to a portal without becoming staff accounts.
  • Access rules decide which records a signed-in visitor can see.
IncludedIncluded on every plan, including Free.

AWS-backed hosting and security posture

Run on AWS infrastructure with clear platform boundaries, audit posture, and secure deployment practices.

IncludedIncluded on every plan, including Free.
10

Integrations and extensibility

Syncs, webhooks, API access, registered apps, and agent/tool surfaces for teams that need to connect systems.

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Light connectors and webhooks

Send and receive event-driven updates where a full managed sync is more than the workflow needs.

See how teams using tags and passes use this
  • A webhook can ping another tool the moment a record changes.
  • Simple connections stay included — there is no per-connector bill.
IncludedIncluded on every plan, including Free.

Developer API access

Use documented endpoints and scoped API keys when a team needs controlled external access.

See how teams using tags and passes use this
  • Developers can read and write records with scoped keys.
  • An internal tool can build on the same data the team already uses.
IncludedIncluded on every plan, including Free.
11

On the go and companion tools

Mobile, scanning, rooms, tags, and websites that bring the platform into more real-world moments.

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Simply Anywhere for mobile team work

Use Simply360 on mobile for team work that belongs away from a desktop.

See how teams using tags and passes use this
  • Records, lists, and follow-ups ride along on a phone.
  • The parking-lot question gets answered without walking back to a desk.
IncludedIncluded on every plan, including Free.

Staff scanning and check-in

Use phones and scanners for attendance, credentials, check-in, and other front-desk moments.

See how teams using tags and passes use this
  • Arrivals can check in by scan, and the list updates live.
  • Attendance stops being a clipboard someone types in later.
IncludedIncluded on every plan, including Free.

Simply Spaces

Add live rooms, spaces, floor plans, and booking logic when the work depends on physical space.

See how teams using tags and passes use this
  • Rooms and spaces can show live availability on a visual floor plan.
  • Booking requests can flow through approval rules instead of sticky notes.
Add-on package$69/mo includes 15 active mapped spaces.
Pricing details
  • $5/mo per additional active mapped space.
  • Custom pricing above 100 mapped spaces.

Secure NFC and QR tags

Place a physical tag where the action happens, then verify and route the tap through Simply360.

See how teams using tags and passes use this
  • A door tag opens check-in and blocks replayed secure scans.
  • A table sign opens feedback with the exact source attached.
  • A QR fallback keeps the action reachable on phones without NFC.
Physical productQuote-first hardware; final SKU pricing is confirmed before order approval.
Pricing details
  • Action Tags software and scans are included with the platform plan; scans are never metered.

Wallet passes

Issue Apple Wallet and Google Wallet credentials that can be presented, validated, updated, and revoked.

See how teams using tags and passes use this
  • A member pass validates at the desk like a boarding pass.
  • A VIP credential can stop working immediately when it is revoked.
  • A pass update can change status or event details without sending a new file.
Physical productQuote-first hardware; final SKU pricing is confirmed before order approval.
Pricing details
  • Action Tags software and scans are included with the platform plan; scans are never metered.

Scan logs

Every tap, scan, presentation, success, expiration, and blocked replay stays visible in the log.

See how teams using tags and passes use this
  • Attendance questions become a timestamped report.
  • A failed scan shows why it failed instead of becoming a mystery.
  • Campaign links can show which physical placement drove action.
Physical productQuote-first hardware; final SKU pricing is confirmed before order approval.
Pricing details
  • Action Tags software and scans are included with the platform plan; scans are never metered.

Physical tag orders

Order cards, stickers, signs, keychains, wristbands, and custom bulk runs through the quote-first storefront.

See how teams using tags and passes use this
  • A pilot can start with a handful of cards before a large event run.
  • A custom order can include branded printing and pre-programmed actions.
  • Already-owned NFC tags can point at Simply360 actions when the chip supports the needed behavior.
Physical productQuote-first hardware; final SKU pricing is confirmed before order approval.
Pricing details
  • Action Tags software and scans are included with the platform plan; scans are never metered.
12

Setup, migration, and support

Ready-made starting points and human help for teams that want the system standing up cleanly.

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Full setup, training, and go-live

Have the Simply360 team configure the first system, train the operators, and support launch.

See how teams using tags and passes use this
  • The team that built the platform can stand yours up with your real data.
  • Training can use your records, not a generic demo script.
One-time serviceFrom $2,500 for full setup, training, and go-live.

Custom integration work

Scope and build integrations beyond the managed catalog when a team has a genuine custom system edge.

See how teams using tags and passes use this
  • A must-keep system can get a purpose-built connection.
  • The work is scoped and quoted — not an open-ended retainer.
Talk to usCustom scope and quote for integrations beyond the published managed-sync catalog.

Support from the builders

Get help from the people who know the platform and the family of apps instead of a generic support queue.

IncludedIncluded on every plan, including Free.

Payment fees are disclosed separately

0% platform fee for verified tax-exempt paid teams; 1% for other paid teams; 2% on Free.

Processor pass-through rates still apply, and payment features remain opt-in.

The complete platform behind Simply Action Tags has far more than this page shows — every database, view, automation, website, and integration capability is on the Simply360 feature index with its price.

Browse the full Simply360 feature index

Ready to see Simply Action Tags in context?

We can walk through the features that matter for teams using tags and passes and leave the rest out of the way.