Adding and removing clients from a 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, you must first create the group.

NoteWhen you add or remove clients from client groups, the changes may take a few minutes to be displayed on the client list.

NoteIf a client group has Auto-Update enabled, you can’t manually add or remove an individual client from that client group. You must first disable Auto-Update for that client group on the Client Groups page.

In this article:

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

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Clients.
    5. On the Clients menu, click Client Groups.
    6. Find the client group you want to update.
      • Set the Auto-Update option to OFF. If the client group has the Auto-Update option set to ON, you can’t add a client to the client group.
    7. Click the number in the Client Count column.
    8. On the filtered client list, beside Applied Filters, click the Remove filter button Close button in Finance to remove the Groups filter and display all clients.
    9. Select the clients to include in the client group:
      • To select all clients, select the Client checkbox. If your client list is more than one page, select the Select all records from all pages checkbox.
      • To select specific clients, select the checkbox next to each client you want to include.
    10. In the top-right corner, click the Action 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 Add to group.
    11. Click the group name to add the selected clients to the client group.

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

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
    4. Click the class or event in which the clients you want to add to the client group are participating. You can apply a filter to search for a class or event in the schedule.
    5. Click View Attendance List.
    6. Select the clients to add to the client group:
      • To select all clients in the attendance list, select the checkbox in the column heading.
      • To select specific clients in the attendance list, select the checkbox next to each client you want to include.
    7. Click ADD TO CLIENT GROUP.
    8. In the list of client groups, click a group to add the clients to it.

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

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Clients, Attendance, or Sales.
    5. On the Clients, Attendance, or Sales menu select a report.
    6. Select the clients to include in the client group, as follows:
      • To select all clients in the report, select the Client checkbox. If your client list is more than one page, select the Select all records from all pages checkbox.
      • To select only certain clients in the report, select the checkbox next to each client you want to include.
    7. In the top-right corner, click the Action 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 Add to group.
      • Add to group isn’t available in all reports. If you don’t see the option, select a different report under the Clients, Attendance, or Sales menu.
    8. Click the group name to add the selected clients to the client group.

    To remove clients from a client group on the Clients Groups page:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Clients.
    5. On the Clients menu, click Client Groups.
    6. Find the client group you want to remove a client from.
      • Set Auto-Update to OFF. If the client group has Auto-Update set to ON, you can’t remove a client from the client group.
    7. Select the checkbox next to the client group you want to remove clients from.
    8. Remove one or more clients from a client group:
      • To remove all clients from a client group:
        1. Click the Action button An image of the more button which is three gray dots stacked vertically..
        2. Click Clear clients.
        3. Click Clear in the popup.
      • To remove specific clients from a client group:
        1. Click the number in the Client Count column.
        2. Select the checkbox next to each client you want to remove.
        3. Click the Action 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 Remove from filtered group.

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

    1. On the Top Nav Bar, click the Search button , and 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 displayed, click the client’s name.
    3. In the top right corner of the client profile page, click the Action 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.
    4. Click the Set client’s groups field and select the client group you want to add from the list.
      • To remove the client from a group, click the X next to the group’s name.
    5. Click the OK button .

    To set up a client group to automatically add and remove clients:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Clients.
    5. On the Clients menu, click Client Groups.
    6. Find the client group you want to update.
    7. If necessary, set up criteria for your client group before enabling auto-update:
      • If your client group already has client criteria set up, set the Auto-update option to ON.
      • If your client group doesn’t have client criteria set up, you must create them.
        1. Click the Action button An image of the more button which is three gray dots stacked vertically. and select Edit group.
        2. On the Edit Group Settings page, under SPECIFY CRITERIA, set the Require clients to meet criteria option to ON.
          • Enabling the Require clients to meet criteria option displays the Enable auto-update option. When you set the Enable auto-update option to ON, the client group will automatically update at the time the option was enabled every day.
        3. Create a criterion to include clients in the group by selecting one of the POWER Search criteria and completing the fields for that criterion.
        4. If you want to set additional criteria for the client group, click the Add button .
        5. If you want to remove criteria from the client group, click the Remove button .
        6. Click SAVE.

    To update the clients in an automatic client group:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Clients.
    5. On the Clients menu, click Client Groups.
    6. Find the client group you want to update.
    7. Click the Action button An image of the more button which is three gray dots stacked vertically. and select Update clients.
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