On the Client Groups page, you can manually add clients to a client group or configure a client group to automatically add or update its clients based on a set of criteria that you can choose.

Key tips before you begin

Clients can be added to multiple client groups, both manually and automatically.
Updates to client groups may take a few minutes to apply and appear on the client list after adding or removing clients.
The following staff role permissions are required:
- Create client groups (To create client groups and set them to automatically add and remove clients).
- Manage client group members (To manually add or remove clients).

Add a client to a group from the Client Groups page

To add a client to a group from the client groups page:

Open the App Drawer and click Setup > Clients > Client Groups
Find the client group you wish to update.
1. If the group's Auto-Update is ON, switch it to OFF before adding a client. If you can't see the ON/OFF option, request a staff member with group creation permission to switch it to OFF.
Click on the number in the Client Count column.
On the filtered client list, next to Applied Filters, click Remove filter to show all clients.
Choose clients to add to the group:
1. To select all, tick the Client box. For multiple pages, tick Select all records from all pages.
2. For specific clients, tick each client's box.
Click the Action button on the top right, then choose Add to group.
Select the group name to add the chosen clients.

Set up a client group to automatically add and remove clients

To set up a client group to automatically add and remove clients:

Open the App Drawer and click Setup > Clients > Client Groups
Find the client group you wish to update.
If necessary, set up criteria for your client group before enabling auto-update:
1. If the group has client criteria configured already, set Auto-update to ON
2. If no client criteria exist, create them.
  1. Click the Action button and choose Edit group.
  2. In Edit group settings, under SPECIFY CRITERA, set the Require clients to meet criteria to ON.
    Enabling this option displays the Enable auto-update option. Switching it on will update the group daily.
  3. Define criteria using POWER Search criteria and fill in the fields.
  4. To add more criteria, click the Add button
  5. To remove criteria, click Remove button
Click SAVE.

Update clients in an automatic client group

To update the clients in an automatic client group:

Open the App Drawer and click Setup > Clients > Client Groups
Find the client group you wish to update.
Click the Action button and select Update clients.

Add multiple clients to a client group from an attendance list

To add multiple clients to a group from an attendance list:

Open the App Drawer and click Schedule.
Choose the class or event where the clients you want to add are present. Apply a filter to easily locate it.
Click View Attendance List.
Choose clients to add:
- To select all, tick the checkbox in the header.
- To pick specific clients, tick the checkbox beside each one.
Click ADD TO CLIENT GROUP.
Pick a group from the list to add the clients.

Add multiple clients to a client group from a report

To add multiple clients to a group from a report:

Open the App Drawer and click Reports.
Open the Clients, Attendance, or Sales menus and select a report.
Choose clients to add:
- To select all clients in the report, select the Client checkbox. If your client list is more than one page, select the Select all records from all pages checkbox.
- To select only certain clients in the report, select the checkbox next to each client you want to include.
In the top-right corner, click the Action button and select Add to group.
- Add to group isn’t available in all reports. If you don’t see the option, select a different report under the Clients, Attendance, or Sales menu.
Click the group name to add the selected clients to the client group.

Add a client to a group from the client’s profile

To add a client from a group from the client’s profile:

On the Top Nav Bar, click the Search button and enter the client’s information in the box.
In the list of clients displayed, click the client’s name.
On the Overview page, under CLIENT GROUPS, click Add to group.
Enter the client group’s name in the search bar and select it from the list.
Click Done.

Remove a client from a group from the client’s profile

To remove a client from a group from the client’s profile:

On the Top Nav Bar, click the Search button and enter the client’s information in the box.
In the list of clients displayed, click the client’s name.
Under CLIENT GROUPS, find the client group and then click the Remove button
In the confirmation popup, click Remove.

Contact your clients

Client groups

Power Search

Create a client group

View the client groups page

Add, edit, and remove clients from a group