How To Create a Group

This guide will show you how to create a group to better organize your clients in your online appointment software.

Step 1. Enter the "Add Group" Section

After selecting the "Client" tab in the appointment software, select the "Add Group" option.
create groups to manage your clients within your appointment software

Step 2. Enter the Group Name

In the Profile section of the page, enter the Group's name and select "Save".
save your online client scheduling group

Groups are a simple feature that can help you better manage your customer database and improve the management of your appointments within the scheduling tool. When searching for clients or viewing client profiles throughout the online appointment booking software, groups will be displayed. This will allow you to easily establish information regarding the customer. For example, creating an English or French or Spanish group would allow you to know what language the client speaks.

If you need assistance with your setup or would like some tips, feel free to touch base.

Contact us for assistance.