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 program to several clients with the same objective;
Assign a training session to several people at the same time;
Send a document to a group of clients;
View reports and compare customer results;
Create an alert on several people;
Assign a food plan to several clients;
Send a message to your customers.
⚠️ Note that you must have administrator rights in order to create a group.
Click on “Contacts”.
Go to 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.
N.B.: Even if they are added to a group, clients keep their individual file in addition.
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.
To add a customer to a group, click here.
To add a professional as a stakeholder in a group, click here.
To send a message to a group of client, click here.