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!

 

 

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