Add a professional to an existing group
Click on the “contacts” tab.
Click on the “groups” tab.
Choose the group in which you want to add a professional.
Click on the stakeholder section (to the left of your name, at the top of the page).
Click on “add a professional”.
Enter the first letters of the first or last name of the person you want to add as a stakeholder.
You will be asked if you want to “Add stakeholder in group members too”. If you select this option, the professional will also become a stakeholder in the file of each of the clients of the group individually.
Click on “Add” to confirm.
⚠️ N.B.: To be added as a stakeholder to a group, the professional must be part of the same company (Hexfit account) as you.
Further information
To learn how to create a new group, click here.
To see how to archive or remove a stakeholder from a group, click here.