Creating a client group

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 has been created, you can add or remove clients from the group.

When you create a client group from the Client Groups page, you can create criteria for clients to belong to the group and set the client group to be automatically updated every day. Any clients who meet these 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.

NoteYou can only create a client group from a report that has the Add to group option available under 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..

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 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. Click Add client group.
    7. Under CLIENT GROUP NAME, enter the name of the new client group.
    8. To assign an icon to your client group:
      1. Under ICON SETTINGS, set the Enable group icon option to ON.
      2. Under Shape, select the shape of the icon from the list.
      3. Under Characters, enter the letters or numbers you want displayed in the center of the icon.
      4. Under Shape color, select the color of the icon.
      5. Under Character color, select the color of the characters in the icon.
    9. If you want to automatically update your client group, set up criteria under SPECIFY CRITERIA.
      1. Set the Clients must meet criteria option to ON.
          • Enabling this setting displays the Enable auto-update option. This option is set to ON by default, and when this option is enabled, the client group will be automatically updated at 6:00 a.m. ET every day.
      2. Create a criterion to include clients in the group by selecting one of the POWER Search criteria and completing the fields for that criterion.
      3. If you want to set additional criteria for the client group, click the Add button .
      4. If you want to remove criteria from the client group, click the Remove button .
    10. Click SAVE.

    To create 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 a class or event. You can apply a filter to search for a class or event in the schedule.
    5. Click Attendance List.
    6. 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.
    7. Click ADD TO CLIENT GROUP.
    8. In the list, click Create new client group.
    9. Under CREATE GROUP, enter a name for the new client group.
    10. Click the OK button .

    To create 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:
      • 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.
    7. 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.
    8. At the bottom of the list, click Create new client group.
    9. Under CREATE GROUP, enter a name for the new client group.
    10. Click the OK button .
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