What is a group for?
The creation of a group allows actions to be carried out on several clients at the same time. It also allows you to follow up on countless clients at the same time.
Here are some examples :
Assign a training session to multiple people at the same time.
Send a document to a group of clients.
View reports and compare client results.
Create an alert for multiple people.
Assign a meal plan to multiple clients.
Send a message to your clients.
Create a challenge.
Make an announcement.
⚠️ Note that you must have administrator rights in order to create a group. |
In steps
Click the “Groups” tab.
Click the “+ Create group” button at the top right of the page.
You will need to assign a name to it.
Choose the branch in which it will be part (if applicable).
Assign the group to a professional.
Click on “create a group” to confirm.
💡 Even if they are added to a group, clients keep their individual file in addition |
Group confidentiality
Groups are always confidential. Members of a group do not see who the other members of that group are. Only professionals have access to this information.
Add client
One at a time
Click on the “Contacts” tab.
Hover over the customer you want to add to a group.
Click on “Actions”
Click on “Add to group”
Select the desired group and click on “Add”
Multiple at once
Click on the “Contacts” tab.
Select the concise menu.
Select the customers you want to add to the group by clicking on the client's icon or photo (not on their name). A check mark will replace the icon, and the “Select an action” button will appear at the top of the screen.
Select the “Add to a group” action, then select the group to which you want to assign these customers.
💡 To select multiple customers at the same time, click on the square above the list.
Available only with the concise client list. |
Add all the new clients to the group automatically
From the desired group, click on “Actions,” then “Settings”
By selecting the box, all new clients created will automatically go to the selected group.
This can be very useful for managing prospects or automatically assigning basic training plans to your new clients.
How to add a professional to a group
Click on the “Groups” tab
Select the group you want to add a professional to
Click on “Share”
Enter the first few 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 the group members too” If you select this option, the professional will also become a stakeholder to each individual client's file in the group.
Click on “Add”
⚠️ Note: To be added as a contributor to a group, the professional must be part of the same company (Hexfit account) as you. |