To access the Client Groups page, open the App Drawer then click View All > Setup > Clients > Client Groups.

On the Client Groups page, you can view a complete list of all your client groups. You can reorder the client groups by dragging and dropping them. If your business contains several client groups, you can use the Search bar to quickly find the client group that you’re looking for.

From the Client Groups page, you can also create a new client group, add or remove a client from a client group, or contact a group of clients.

Note: The Isaac Churn Risk client group that appears in the first row of the Client Groups page represents a list of clients who are predicted to stop purchasing products and services at your business. This client group is automatically updated based on the Isaac Churn Risk Report and can’t be manually edited, removed, or moved from the top of the client group list.

Headings on the Client Groups page

Heading	Description
Client Group	The name of the client group. Hovering over the name of a client group will cause the pencil icon to appear. Clicking the pencil icon will allow you to rename the group. Clicking the checkbox next to the name of one or more client groups will select them. This will open a popup at the bottom of the page. From the popup: Select Deselect to deselect all the client groups you have selected. Select Delete to permanently delete all the client groups you have selected. Select QUICK Contact to send an email, SMS message, push notification, or postcard to all members of the client groups you have selected.
Client Count	The number of clients in a client group. You can click this number to view the All Clients Report, filtered to display a complete list of every client in the client group.
Icon	The icon that is displayed next to clients in this client group. This icon is displayed on the Overview page of client profiles and in the client list, attendance list, Message Center, and certain reports.
Auto-Update	If you set criteria requirements for a client group when creating it, this option auto-checks the client group every 24 hours to see who still meets the set criteria (like active membership or age). Clients who no longer qualify are removed, and new ones who do qualify are added automatically.
Action	Click the Action button to open the menu. From the menu: Select QUICK Contact to send an email, SMS message, push notification, or postcard to all members of the client group. Select Edit group to change the client group’s name, its icon, or the criteria used to automatically update the group. Select Update clients to update the client group based on the criteria you set up. Select Clear clients to remove every client from this group. Select Delete to permanently delete this client group. Note: The Isaac Churn Risk client group only has the QUICK Contact and Update clients options available.

Dashboards

Add, edit, and remove clients from a group

Client groups

Isaac Churn Risk Report

Create a client group

View the client groups page

Headings on the Client Groups page