How do I create client groups?

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  4. How do I create client groups?

You can easily create different client groups: 

  1. Go to  Clients 
  2. Click on the  Client groups  button in the top right corner (desktop) or on the group icon in the top left corner (mobile) 
  3. Then, at the top right, click on  Add group or + New group  (desktop) or the plus sign (mobile) 

You can provide a name and description to the group and indicate whether clients or members can see whether they belong to this group.  

You can assign a client to a group by going to the client and indicating which group(s) they belong to.