Add Clients to Client Groups

Clients are added manually to a Client Group via the Client Details form:

  • In the Client Header, select the client to be added to the group
  • Click  to open the Client Details form


  • On the Client tab, select the Client Groups that the client should be added to (you may add a client to more than one group)
  • Enter additional Details if required
  • Click Save.

You can also use the Client Details form to Add or Remove a client from Client Groups:

  • Click on  to remove the client from the selected Client Group.