Overview
Client groups are a useful, efficient way to create group appointments. If you assign a client group to a recurring appointment in the Appointments Module, and later add a person to that client group (via the Client Groups or Clients Module), the person will be added to all future appointments for the group. This applies to removing a person from a group, as well; they will be removed from future group appointments.
Create a Recurring Group Appointment
- Go to the Appointments Module.
- Click Add or double-click on a time slot on the calendar.
- The Add Appointments window will open
- Choose the Location (if applicable), Date, Time, Duration, and Type.
- Click on the Group tab.
- Choose Staff.
- Choose Client Group.
- This will cause the list of clients from the Client Group to appear under Available Clients.
- This will cause the list of clients from the Client Group to appear under Available Clients.
- Move clients to the Scheduled Clients column.
- To schedule all of the available clients in the appointment, click All.
- To schedule only some of the clients, double-click one client at a time.
- Selected clients will move into the Scheduled Clients column.
- To remove clients from the Scheduled Clients column, click once to highlight their name and then click the back arrow.
- To schedule all of the available clients in the appointment, click All.
- Click the Recurrence tab and follow these steps to setup the recurrence.