Add only one client at a time

Option 1

  1. Go to the "Client" 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. Go to the "Group" tab;
  2. Choose the group to which you want to add members;
  3. Go to the "clients" tab;
  4. Click on "Add a member +" at the bottom right of the page;
  5. Write the first few letters of the person's name and select the one you want.

Add multiple clients at once

  1. Go to the "Clients" tab;
  2. Change the presentation of the menu to the less detailed one;
  3. 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;
  4. 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.


Further information

Did this answer your question?