Creating a client group

You can create a client group from the client groups page, attendance list, or any report that has CLIENT as its first column. When you create a client group from the attendance list or a report, you must first select the clients and then create the group. After the client group has been created, you can add or remove clients from the group.

In this article:

To create a client group from the Client Groups page:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. Click Client Groups.
  5. At the bottom of the page, click ADD.
  6. In the Create Group field, enter the name of the new client group, and then click the OK button .

To create a client group from an attendance list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Click any Class, Event, or Appointment in which the clients for whom you want to create a 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. Select the clients to include in the client group:
    • To select all clients in the report, select the # checkbox.
    • To select only certain clients in the report, select the checkbox next to the each client you want to include.
  6. Click Add to Client Group and then click Create new client group in the list.
  7. In the Create Group field, enter a name for the new client group, and then click the OK button .
NoteThe selected clients will not be added to this group upon creation. You must click the new group in the list to add them.

To create a client group from a report:

NoteYou can only create client groups from reports that have the Group option available under More. To add clients to a group from a report, CLIENT must be the primary 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:
    • To select all clients in the report, select the CLIENT checkbox.
    • To select only certain clients in the report, select the checkbox next to the 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 dropdown list.
  7. At the bottom of the list, click Create new client group.
  8. In the Create Group field, enter a name for the new client group, and then click the OK button .
NoteThe selected clients will not be added to this group upon creation. You must click the new group in the list to add them.
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