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How to create Client Groups

Use this method when you need to create client groups for individual clients

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

A client group is created the same way a normal client record is created (and in fact, a normal client record could also act as a client group! It is however recommended to specify separate client group records to associate client records with).

To add a new client group, first go to Clients and then click Add:

Complete the client information (typically we indicate client groups as ‘Non-individual’) and specify or generate the ‘Registration Number’, then click Next:

Find an existing client record that you want to link to the newly created client group and click on the pencil icon to edit the client record:

Expand the More options section if necessary.
Search for and select the client group record and then click Save:

The client group that the client have been linked to will be visible in the Group column:

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