Client Groups

<< Click to Display Table of Contents >>

Navigation:  Clients >

Client Groups

If Enable Client Groups is turned on in Organization Settings, users can browse client groups  Select Clients>Client Groups on the main menu.

 

Browse Client Groups

 

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.

 

 

 

Add/Update Client Group

 

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..