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 choose 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. Choose 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. Choose the action "add to a group", then the group in which you want to assign these clients.


Good to know

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

*** Available only with the concise client list.


Further information

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