Add a professional to an existing group

  1. Click on the "contacts" tab.

  2. Click on the "groups" tab.

  3. Choose the group in which you want to add a professional.

  4. Click on the stakeholder section (to the left of your name, at the top of the page).

  5. Click on "add a professionnal".

  6. Enter the first letters of the first or last name of the person you want to add as a stakeholder.

  7. You will be asked if you want to "Add stakeholder in group members too". If you select this option, the professional will also become stakeholder in the file of each of the clients of the group individually.

  8. 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.

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