Last updated: 17 Jun 20262 min read
Settings — Groups
What This Does
The Groups page is where you create and manage client groups. Groups let you organise related clients together — for example, members of the same family, entities under the same business conglomerate, or any other logical grouping relevant to your practice.
The Groups List
| Column | Description |
|---|---|
| Group Name | Name of the group |
| Description | Optional description of the group |
| No. of Clients | Number of clients assigned to this group (clickable — shows the client list) |
| Status | Active or Inactive |
| Actions | Edit, Mark Inactive, Delete, Activity |
- Search — by Group Name or Group Description
- Show Inactive Groups — checkbox to view deactivated groups
- Paginated — 10, 25, 50, or 100 per page
Adding a Group
- Click + Add Group.
- Fill in the form:
| Field | Required | Notes |
|---|---|---|
| Group Names | Yes | One group name per line. Enter multiple names to create several groups at once. |
| Description | No | Optional description for the group |
- Click Save.
Tip: To create multiple groups at once, enter each group name on a new line in the Group Names field.
Actions
| Action | Description |
|---|---|
| Edit | Modify the group name or description |
| Mark Inactive | Deactivate the group without deleting it. Restore via "Show Inactive Groups". |
| Delete | Permanently remove the group |
| Activity | View the full change history for this group |
Assigning Clients to Groups
Groups can be assigned to clients in two ways:
- When adding a client — use the Client Groups tab in the Add Client form
- From the client profile — edit the client and go to the Client Groups tab
A client can belong to multiple groups at the same time.
Viewing Clients in a Group
Click the No. of Clients number on any group row to see all clients assigned to that group.