To create a group of clients, click on the Groups tab in the top menu.

From there you will be taken to our groups page. Click on the box at the top that says "+Group."

You can enter in the name for you group as well as enter the names all of your clients you would like to be in this group.

Once you have selected all of your desired clients, click the Create Group button and you are all done!


The second way to create a group is to select all clients you want in the group from the main Client Index page.

Click the drop-down menu and choose Create Group.

Now you will be able to name your group as well as add more clients.

Hit the Create Group button at the bottom of the page and you are all set!


You can always add additional clients to your groups by selecting them on the Client Index page and choose Add To Existing Group from the drop-down menu.

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