Setting up Client Groups

Before you can assign your clients to groups, you will need to create your client groups in the software. Note: You may have already have several groups set up if you used the Preferences Wizard to get started. The following instructions will show you how to create, modify, and delete client groups. 

1. Go to Maintenance > Client > Client Groups to open your list of client groups.

2. Type the name of the group in the space provided and press Enter.

3. Close the window when finished.