Client groups

Groups let you organize your clients by category — for example by session type, by date, or by location. You can create groups from your client list or directly when creating or editing a client.

Create a group from the client list

• Go to Clients. On your main dashboard you will see the list of all your clients.
• New group. Click the "New group" button at the top. Enter a name and select the clients you want to include.
• Save. When you save, the selected clients will be assigned to that group.

Assign a group when creating or editing a client

• Group selector. In the new client form or when editing an existing one, you will find a "Group" field in the basic information section.
• Select group. Choose an existing group from the dropdown, or select "No group" if you don't want to assign one.
• Create new group. If you don't have groups yet or need a new one, click "+ New group". Type the name and click "Create". The group will be created instantly and selected automatically.

Filter clients by group

• Filter menu. In your client list, use the filter menu to select a group. Only clients in that group will be shown.
• Remove filter. Click the "X" next to the group name or select "All" to see all your clients again.

Edit or delete a group

To edit a group (change its name or assigned clients), go to the client list and click the group name in the filters. From there you can edit or delete the group. When you delete a group, the clients assigned to it are not deleted — they simply become ungrouped.