Create a Client Group

To create a client group observe the following steps:

1. Select the Clients>Group sub menu to open the Group list page into the browser.

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2. Click on the new Button to open the new groups record page into the browser. 

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3. Within the name field input a description of the group. Ensure the name is clear as it will be relied upon when scheduling services and assigning clients into the group , as shown in the example below.

4. If your maintaining multiple branches within the Brevity system ensure that the branch listed is correct, for single branch organisations this step can be ignored. To adjust the branch, select the magnifying glass located to left of the Branch field. This will open the Find Branch page into the browser. Select the required Branch and click the SELECT button to update the branch value.

5. Click on the save button to create the client group record. 

6. Click on the close button to exit from the page.