Client Groups

<< Click to Display Table of Contents >>

Navigation:  Clients >

Client Groups

Client groups are multiple clients you schedule or manage as a group. For example, a class of students. Clients can be part of any number of groups and a client group can have any number of clients.

 

To use client groups, Enable Client Groups must be turned on in Organization Settings,.

 

Add Client Group

 

1.Select Clients>Client Groups on the main menu to open the Browse Clients page

2.To add a new group click the Add Client Group button to open the Client Group Information page.

3.Enter a unique name for the new group

4.Click the Add Clients button to select the clients for the group

5.Click Save

 

Edit Client Group

 

1.Select Clients>Client Groups on the main menu to open the Browse Clients page

2.Select the group and click the edit button editbutton

3.Enter the changes

4.Click Save

 

 

Browse Client Groups Page

 

Add Client Group

Call blank Add/Update Client Group page to create a new client group.

Group Name

Unique names of the client groups

pencil viewbutton

Show the clients in the client group. View only for general users, edit for resource and system administrators

DeleteButton

For administrators only, delete the client group from ResSched. Does not affect any of the clients listed in ResSched or any bookings involving them.

 

 

Client Group Information Page

 

Group name

A unique name for this client group.

Clients

List of all the clients associated with this group. The Add Clients button lets administrators select one or more clients for the group either from the whole client list or limited to those clients of another client group  The DeleteButton button removes the highlighted client from the group but does not affect the client otherwise..