On the Client Groups page, you can view a complete list of all your client groups. You can reorder the client groups by dragging and dropping them. If your business contains several client groups, you can use the Search bar to quickly find the client group that you’re looking for. […]
Client groups
With Power Search, you can create custom search criteria to filter the clients displayed in your client list and in most reports. Unlike advanced filters, your custom Power Searches can be saved for future use and shared with other staff members. Power Searches are also used when creating client groups […]
When removing clients from a client group, you can remove them individually, or remove all clients from that group. If you deleted a client by mistake, you can easily add them back to the group. For additional details, see Client groups. To remove clients from a client group: Remove one […]
You can create a client group from the Client Groups page, an attendance list, or most reports that display information about clients. When you create a client group from an attendance list or a report, you must first select the clients and then create the group. After the client group […]
This article describes how to manually update the clients in a client group and how to set up automatic updates for a client group. Before you start adding clients to a group, a staff member with permission to create client groups must first create the group. To add or remove […]
Client groups are used to segment your clients. Typically, client groups consist of clients who attend the same sessions, receive the same notifications, or fit a certain demographic. You can segment clients by almost anything, and you can set them up so that they automatically add and remove clients. Segmenting […]
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