How to create client groups

How to create client groups
Estimated Reading Time: 2 minutes
Applies to: Pro+

Quick Summary

Client groups allow you to organize your clients into specific segments inside the platform.

This helps you manage communication, promotions, and access more efficiently for different groups of clients.

Why This Matters

Grouping clients makes it easier to target specific audiences when sending messages, managing products, or organizing your community.

For example, you can create groups for beginners, VIP clients, or members of a specific program.

Step by Step Instructions

Step 1: Open the client groups section: Clients > Client groups
– This section allows you to create and manage groups for organizing your clients.

Step 2: Create a new group: Client groups > New group
– Add a name and optional description so the group is clearly identifiable.

Step 3: Choose visibility for the group
– Enable the checkbox if you want clients to see that they belong to this group in their profile.

Step 4: Save the group
– The group will now be available for assigning clients.

Step 5: Assign clients to the group: Clients > (…) > Assign client group
– Open the options menu for a client and select the group you want to assign them to.

Best Practice

Use clear and consistent naming for client groups so they remain easy to manage as your client base grows.

Pro Tips

• Client groups are useful for targeting communication, promotions, or managing specific communities within your business.

• You can assign clients to multiple groups depending on how you organize your services.

Common Questions

Can clients see which group they belong to?
– Only if the visibility toggle is enabled when creating the group.

Can I assign a client to more than one group?
– Yes. Clients can belong to multiple groups if needed.

Can I remove a client from a group later?
– Yes. You can update the group assignment at any time when you click on the clientgroup. You can then click on the trashcan behind the client name to remove the client out of the clientgroup.

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