Groups
HOW to manage client groups
1. From the People Page, click the Groups tab from the Navigation Bar 2. Of the pre-existing groups listed on the left, select the group you wish to ad...
Sun, Mar 3, 2019 at 4:24 PM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group you wish to edit 3. Click the pen...
Sat, Mar 2, 2019 at 8:57 AM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group you wish to add a Quick Service 3...
Wed, Aug 21, 2019 at 6:35 AM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group you wish to assign a Scale Service...
Wed, Aug 21, 2019 at 6:35 AM
1. From the People Page, click the Groups tab from the Intake Navigation Bar 2. From the list on the left, select the group you wish to add a Program ...
Wed, Aug 21, 2019 at 6:37 AM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group from which you wish to remove clie...
Sat, Mar 2, 2019 at 8:54 AM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group you wish to delete 3. Click the t...
Sat, Mar 2, 2019 at 9:00 AM
1. From the People Page, click the Groups tab from the Navigation Bar 2. Be sure Create Group is selected from the list on the left 3. Type New Client...
Sun, Mar 3, 2019 at 4:28 PM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group you wish to add a Training 3. Cli...
Wed, Aug 21, 2019 at 7:17 AM
1. From the People Page, click the Groups tab from the Navigation Bar 2. From the list on the left, select the group you wish to mark as Attended fo...
Wed, Aug 21, 2019 at 7:17 AM