Customer Appointment Software Support - Adding Clients to Groups

Support -> How To Add a Client to a Group

How To Add a Client to a Group

Step 1. Enter the "Client Lookup" Section

After selecting the "Client" tab in the Settings page, select the "Client Lookup" tab.

Step 2. Select the Client You Want to Add to a Group

Select the client you want to add to a Group by entering the client's name, primary e-mail address, or telephone number in the search field or by finding the client in the list; once you have found the client, select "Edit Profile" in the "Options" drop-down menu.

Step 3. Select the Desired Group

Select the group you want to assign the selected customer to by checking off the appropriate box.

Step 4. Save Your Changes

Don't forget to click the "Update Profile" button at the bottom of the page to confirm your changes.