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How to add Members to a group

STEPS :

1. When you want to add a Member to your Group click on Groups from your Dashboard.

2. Now that you're within the group, click the arrow button on top of the "My Clients" tab to add members to your desired Group.


3. On that page you will be able to see all the Group Member details.


4. When you want to add a Member to your Group, click on the add members button.


5. And a pop-up would appear containing all your clients imported into your practice. Click on the How to add members/clients into your practice to learn more about this.

 


8. To successfully assign the group to the client click on the member


9. After member selection; click on the assign button


10. Great your client has successfully been assigned a group.

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