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Adding Clients to a Client Group Using an External Form

Client Groups enable staff to quickly track group activities, such as classes, special activities, etc. Staff can add clients manually to a Client Group, or they can send existing clients (clients already in SureImpact) a link to an External Form so clients can enroll themselves in the group.

To add a client to a Client Group using an External Form:

  1. In the main navigation, click Client.
  2. Click Client Actions, and then select Client Groups. You can now see a list of all Client Groups.
  3. Locate the desired Client Group, and then click Copy Form Link under External Forms.

You can now send the External Form link to clients or other staff members.