How to create a group of clients

To create a group of clients, navigate to the Clients page-> Groups or click here.

In the top right hand corner, you will find the "Add Group" Button.

 

You will be directed to a screen where you will see a list of your clients. Select clients from the list and name your group. Once you are ready, click "Create group".

 

That's it then!

 

Where to next?

Would you like to learn about Requesting and receiving feedback, Managing your leads or Creating and sharing programs and goals?

 

 

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