| Anchor | ||||
|---|---|---|---|---|
|
...
Creating a New Client Group
To create a new client group, 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.
...
Fill out the information on this page. For the group fund, select the client's fund that has the group service added to it (See Adding Group Service for instruction). Then click the save button to add the client to the group.
...
Repeat the steps if you need to add more client to the group.
...
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.
...
Creating a Group Service Schedule
...
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.
...
Adding Clients to the service Schedule
...
After selecting the participating clients, click on the select button to confirm the selection of the clients.
...
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.
...
Click save to create save the group service schedule.
...
Assigning more than 1 Employee to Group Schedule
...