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How to add clients in a group
How to add clients in a group

You can add only one client to a group at a time, or add several at the same time. Both ways are very simple.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Add only one client at a time

Option 1

  1. Click on the “contacts” tab.

  2. Hover over the client you want to add to a group.

  3. Click on “Actions”.

  4. Click on “Add to a group”.

  5. Select the desired group and click on “add”.

Option 2

  1. Click on the “contacts” tab.

  2. Go to the “groups” section.

  3. Choose the group you want to add someone to.

  4. Click on the “members” tab.

  5. Click “+ Add Member” at the top of the page.

  6. Write the first few letters of the person's name and select the one you want.

  7. Click on “Add”.

Add multiple clients at once

  1. Click on the “contacts” tab.

  2. Select the concise menu (to the right of “my clients”).

  3. Pick the client you want to add to the group by clicking on the client's icon or photo (not on their name). A checkmark will replace the icon, and the “Select an action” button will appear at the top of the screen.

  4. Select the action “add to a group”, then the group in which you want to assign these clients.

Good to know

To select a few clients at the same time, click on the square above the list.***

*** Available only with the concise client list.

Add all new clients to a group.

It is possible to add in a group, all the customers that you are going to create, and this, automatically.

  1. Click on “Contacts”.

  2. Select the desired group or create a new one.

  3. Click on “Actions”, then on “Settings

  4. Check the box, and confirm.

Further information

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