This page guides you through the creation and management of Client Group records.

Topics on this page include:

Table of Contents

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Edit a Client Group Record through the Schedule Board

To edit a client group record through the Schedule Board observe the following steps

Select the schedule board menu option to open the Schedule page into the browser.
Select the By Group icon to refresh the schedule board with a listing of the groups.
Click the group name to open the Group details page into the browser.
Update name.
Once done, click on the save button within the ribbon bar to save the revised Group detail.
Click on the close button to exit from the page.
Select the Reload schedule board icon to refresh the schedule with the revised group name.

Delete a Client Group Record

Although not recommended, and you are referred to the notes on record deactivation, to delete a client group record observe the following steps:

Select the Clients>Group sub-menu to open the Group list page into the browser.
Search for the Group record from within the Group list.
Highlight the Group record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button from the Delete Record pop-up screen, to remove the selected record. Deleting the group will also remove the related service schedules and service templates.

To edit the activity status of a client group record observe the following steps:

Select the Clients>Group sub-menu to open the Group list page into the browser.
Search for the Group record from within the Group list.
Highlight the Group record to be edited.
Either click on the edit button or double click on the Group record to open it within the Group page.
To deactivate the Group record select the Deactivate button.
The Group record page will refresh, all fields will be disabled.
To activate the Group record select the Activate button.
Once done, you can exit back to the Group List.