Add only one client at a time
- Go to the "Client" tab;
- Hover over the client you want to add to a group;
- Click on "Actions";
- Click on "Add to a group";
- Select the desired group and click on add ".
- Go to the "Group" tab;
- Choose the group to which you want to add members;
- Go to the "clients" tab;
- Click on "Add a member +" at the bottom right of the page;
- Write the first few letters of the person's name and select the one you want.
Add multiple clients at once
- Go to the "Clients" tab;
- Change the presentation of the menu to the less detailed one;
- Choose the clients you want to add to the group by clicking on the client's icon or photo (not on the name). A checkmark will replace the icon and the "Select an action" button will appear at the top of the screen;
- Choose the action "add to a group" and the group in which you want to assign these clients.
Good to know
To select all your clients at the same time, click on the square above the list.
- To learn how to create a group, click here.