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!
When will an option to create groups based on profile characteristics such as membership/package types or account status will be made available? It is too time consuming to create groups by selecting individual clients.
Is there any way to import the list of name to form a group, like we export the name from the filter of client database then import and save as a group??