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 an 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.

NoteYou can only create a client group from a report that has the Group option available under 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..
NoteYou can only configure a client group to automatically update from the Client Groups page.

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. On the Clients menu, click Client Groups.
    5. Click ADD CLIENT GROUP.
    6. Under GROUP NAME, enter the name of the new client group.
    7. If you want to automatically update your client group, create a query under SPECIFY CRITERIA using the POWER Search criteria. Any clients who meet this criteria will be automatically added to the client group. Likewise, any clients who no longer meet the criteria will be automatically removed from the client group.
      • Click the Add button to enter additional criteria.
      • Click the Remove button to delete existing criteria.
    8. Click SAVE.
    9. On the Client Groups page, find the client group you created and set the Auto-Update option to ON. You may have to browse the list or use the Search option.
      • This client group will be automatically updated at 6:00 a.m. EST every day.

    To create a client group from an attendance list:

    1. Click the App Drawer button .
    2. In the App Drawer, click Schedule.
    3. Click a Class or Event. You can apply a filter to search for a Class or Event in the schedule.
    4. Click Attendance List.
    5. Select the clients to include in the client group:
      • To select all clients in the attendance list, select the checkbox in the column heading.
      • To select only certain clients in the attendance list, select the checkbox next to each client you want to include in the client group.
    6. Click Add to Client Group.
    7. In the list, click Create new client group.
    8. In the Create Group field, enter a name for the new client group.
    9. Click the OK button .

    To create a client group from a 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 on every page of the report, select the checkbox in the report heading and then click Select all records from all pages.
      • To select all clients on a single page of the report, open a page and select the checkbox in the report heading.
      • To select specific clients in the report, select the checkbox next to each client’s name.
    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.
    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.
    9. Click the OK button .
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