Adding Group Service

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. 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.

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.

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.

Since we are just adding a service to the client's fund, there is no need to unpublish the funding. Under the services section, click on the add button to add the service 

Fill out all the information of the group service. After putting all the information, click the save button to save the service

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. 

Set the name for 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. 

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

The first way to create a group service schedule is by clicking on the New Service Icon on the menu.

It will open the new service schedule record page. Fill out all the information for the group service.

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.

Creating a group service schedule from the Schedule Board

You can create a group service schedule from the schedule board by clicking on the + sign of the Group Service schedule. 

It will open a pop up. Fill in the details for the group service schedule.

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

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

A pop up window will open. This pop up will show all the clients that has the service type linked to their client's funding. If you cannot see the client's name, it means that you need to link the service type to the client's funding. See Adding Service type to Funding guide on how to add a service type to the client's funding.

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.

You can use the different search option in the search field to show the employee(s) that will match with the requirements. Click the employee's name you want to add and then click select.

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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Editing the Group

You can click on the checkbox and click edit to edit the group. You can also use a shortcut by double-clicking the name of the group you want to edit.

Fill up the necessary changes in the group and click save to save the changes made.

On this page, you can also delete clients so they will not be included in the group. To do this, can click on the delete icon on the far right side of the client name

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Deleting a Group

To delete a group, click on the checkbox and click on the delete button that can be found on the upper right corner

A pop up will display. Click on Ok to delete the group and click cancel if you click delete by mistake. 

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Removing a client from the Service Schedule

There are two ways in removing the client from the group service schedule. The first way is by opening the group service schedule and then clicking on the delete button from the client's line.

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.