Client Groups are used to group a collection of clients into one place.

This is useful where for example you might have a group of clients that all share a single billing account or a group of clients that live in the same housing complex.

To get started you will need to open the groups sidebar when in the Clients module. If the sidebar is not open you can click the icon in the top right corner to toggle it.

Now that the side bar is open  click on the "New Group" button.

Now type in a name (and optionally a description and colour) for that group.

Now that the group has been created, you can add clients to it by clicking the "Add Clients to Group" field and then searching through your client list.

After you have selected a client, you can now change the following options for this client:

  • Client's relationship in this group (optional).

  • You can tick the checkbox (next to the X) to mark the client as primary. By marking the client as primary, they will have direct access to other clients' details via their own detail dialog.

You may also add more clients to this group if you wish.

Once you are done, click on "Save Clients" to save your changes.

More clients can be added to a group at any time by selecting the group on the groups sidebar.
 

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