Adding and removing clients from a client group

This article describes how to add clients to and remove clients from a client group. You can add individual clients to an existing client group from the Client Group page. Additionally, you can add multiple clients to a client group directly from an attendance list or any report that has CLIENT as its first column. Before you start adding clients to a group, you must first create the group. If you add clients to a client group by mistake, you can easily remove them.

In this article:

To add a client to a client group from the Client Group page:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Client.
  4. Click Client Groups.
  5. Click the Add client to group button .
  6. To add an existing client:
    1. In the FIND A USER field, enter the client’s name, and then click the OK button .
    2. In the search results, next to the client you want to add, click Add to Group.
  7. To add a new client:
    1. Click CREATE NEW CLIENT.
    2. Enter the client’s details and then click CREATE ACCOUNT.

To add multiple clients to a client group from an attendance list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Click the Class, Event, or Appointment in which the clients you want to add to the client group are participating. You can apply a filter to search for a Class, Event or Appointment in the schedule.
  4. Click Attendance List.
  5. In the leftmost column, select the checkbox for each client you want to add to the client group, and then click ADD TO CLIENT GROUP.
  6. To add the selected clients to the client group, click the group name in the list.

To add multiple clients to a client group from a report:

Note You can only add clients to client groups from reports that have the Group option available under More. To add clients to a client group from a report, CLIENT must be the first column of that report.

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Clients, Attendance, or Sales.
  4. On the Clients, Attendance, or Sales menu select a report.
  5. Select the clients to include in the client group, as follows:
    • To select all clients in the report, select the CLIENT checkbox.
    • To select only certain clients in the report, select the checkbox next to each client you want to include.
  6. Click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. and select Group from the list.
  7. To add the selected clients to the client group, click the group name in the list.

To remove clients from a client group:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Client.
  4. Click Client Groups.
  5. Remove one or more clients from a client group, as follows:
    1. To remove all clients from a client group, in the client group’s ACTION column, click the Clear group button .
    2. To remove specific clients from a client group, click the number in the CLIENT COUNT column, and then click REMOVE FROM GROUP for each client you want to remove.

To add or remove a client from a group from their client profile

  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients that is displayed, click the client’s name.
  3. In the top right corner of the client profile page, click the More button and select Add to client group from the menu.
    • If this client is already in one or more groups, then the menu will display the group names(s) instead of Add to client group.

  1. Click the Set client’s groups field and select the client group you want to add from the list.
    1. To remove the client from a group, click the X next to the group’s name.
  2. Click the OK button .
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