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Before you can add the clients within the group, it is important that you need to link the group service to the client's funding first. To add the group service to the client's funding, click . If you don't link the service type to the funding, you cannot select the client in group service schedule.
There are several ways on how to access the client’s funding. You could see on the right side the different ways on how to access the client’s funding.
| Section where you could access the Client’s Funding | Brevity Guide in creating the client’s funding |
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| Client Funding Page | Clients Funding |
| Client’s Profile | Client Funding information |
| Client’s Quick Link | Client's Funding |
| Schedule Board | Clicking on the $ sign under the client’s name will open the client’s funding page and follow the guides above on how to create the client’s funding. |
As an example for this guide, we will be using the client's funding section from the client's profile. Click on Clients and click clients to go to the clients' list to open the list of clients.
You can use the search box to search for the client by typing the client's name. Then click on the client's name and click edit to edit the client's information. Alternatively, you can double-click the client's name to edit their information.
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Adding the service type to the Funding
Locate the client funding section and double-click on the client's fund where you want to add the group service.
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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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Set the name for the Group and then click on the save button
Adding clients to the Group
You can now add clients that will be included in the group. To add clients, click on the add button under the clients section
Fill out the information on this page. For the group fund, select the client's fund that has the group service added to it. 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.
You need also to specify the branch of the group if you have different branches in your Brevity. Click on the save button to create the group service schedule.
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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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Once you filled in the details, Click on the Add Shift Button to create a group service schedule.
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If the service type is not listed from the service dropdown, |
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Adding Clients to the service Schedule
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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.
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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
If the group schedule requires 2 or more employee for the group schedule, you can either create or edit the service type.
Click on this link (see Service types) for the step by step procedure on how to create or edit a service type.
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