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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.
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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
There are two ways to create a new Group Service Schedule. The first way is by clicking on the New service from the main menu and the second way is by clicking on the plus sign from the schedule board.
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Creating a Group Service schedule from New Service
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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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Creating a group service schedule from the Schedule Board
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Once you filled in the details, Click on the Add Shift Button to create a group service schedule.
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Adding Clients to the service Schedule
There are also two ways in adding a client to the group service schedule. The first one is by going to the clients section of the service schedule and the second one is by clicking on the select clients button.
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Adding the clients from the Client Section
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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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Adding a client from the Schedule Board
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Select the name of the participants for the group service schedule and then click on Add selected clients button.
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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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The second way to remove the client from the Group service schedule is by clicking on the service schedule and then clicking on the select clients button.
It will open a pop up window, you can select the client(s) that you want to remove from the group service. Click on the remove selected clients button to remove the client from the group service schedule.
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If the client is not on the list from the image above, it means that the service type is not linked to the client's funding. You need to link the service type to the client's funding so you can see them from the list. |