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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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Accessing the Group Tab

There is a section from the schedule board that shows the group service schedules. You could click on the second button from the search box to access the group service schedules.

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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

After clicking save on the new service schedule, it will show a new page. On this page, you can add the clients that will be included in the group service schedule. 

To add clients, locate the roster section. Then on the client section, click on the add button to add the clients.

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By default, it will list all the clients that are added from the group. you can add clients by clicking on the client's name. 

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You can also add other clients to this group service schedule. From the client view, you can click on the drop-down menu and select "all clients". The list of all clients will be shown and you can add them to the group service schedule. You can also search for the client using the search box. 

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

To add a client from the schedule board, click on the group service schedule and then click on select clients button. 

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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. You could use this section if you want to add two or more employee to the group service schedule.

You can also click on the group service type from the schedule board and then click on switch worker button.

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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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