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.

NoteOnly reports with 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. will allow you to create client groups.

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. At the bottom of the page, click ADDA blue button found at the bottom of a list or category. Click the button to add a new item to the list or category. .
    6. In the Create Group field, enter the name of the new client group.
    7. 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 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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