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Creating a New Client Group

Users with Administrator or Manager security levels are able to create custom Client Groups that are available for staff to use for quickly tracking group activities, such as classes, special activities, etc.  

Note: There is also a type of Client Group called a Household. See Creating a New Household to learn more. 

To create a new Client Group: 

  1. In the top navigation, click Client.  
  2. Click the Client Actions button, and then select Client Groups.
  3. Click Add New Groups.
  4. In the Name field, enter the desired name for the new client group.  
  5. Click the Client Group Type drop-down menu, and then select Client Group. 
  6. Under Add Clients to Group, enter the name of a desired client in the Search field. 

    Note: You can also use the scroll bar to view clients if desired.  

  7. When you have found the desired client, click the plus sign icon to the right of their name to add the client to the Client Group. 
  8. Repeat steps 6 and 7 until you have added all desired clients to the new Client Group.  
  9. Click Save Client Group.  

    Note: If you want to remove any clients you have added to this new Client Group, click the minus sign icon to the right of the client’s name. 

You can now see all clients who have been added to the new Client Group.  

You can also click on Past Members to view any clients who are no longer a member of the Client Group.

You can also view all Client Groups (including Households) a client belongs to on their individual client record.