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Creating a New Client Group
To create a new client group, click on the Client Menu, go to the Clients from the Main Menu and then click on Groups from the sub menu.
Click on the + new Button to create a new client group.
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Set the name for the Group and then click save on the save button
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Adding clients to the Group
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Repeat the steps if you need to add more client to the group.
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Deleting a client from the group
To delete a client from the group, you can click on the delete button on the far right side of the client's name and that client will be deleted from the group.
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Creating a Group Service Schedule
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Take note of the type. The type should be set to group and not individual. Click save once you are done entering the service schedule details.
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Adding Clients to the service Schedule
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After selecting the participating clients, click on the select button to confirm the selection of the clients.
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Selecting the Employee
Under the roster section, you can add employees that will work in the group service schedule by clicking add button under the employees section.
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Click save to create save the group service schedule.
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Assigning more than 1 Employee to Group Schedule
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