Support -> How To Create a Group
How To Create a Group
This guide will show you how to create a group to better organize your clients in your online appointment software.
Step 1. Enter the "Add Group" Section
After selecting the "Client" tab in the appointment software, select the "Add Group" option.
Step 2. Enter the Group Name
In the Profile section of the page, enter the Group's name and select "Save".
NOTE:
Groups are a simple feature that can help you better manage your customer database and improve the management of your appointments within the scheduling tool. When searching for clients or viewing client profiles throughout the online appointment booking software, groups will be displayed. This will allow you to easily establish information regarding the customer. For example, creating an English or French or Spanish group would allow you to know what language the client speaks.
Groups are a simple feature that can help you better manage your customer database and improve the management of your appointments within the scheduling tool. When searching for clients or viewing client profiles throughout the online appointment booking software, groups will be displayed. This will allow you to easily establish information regarding the customer. For example, creating an English or French or Spanish group would allow you to know what language the client speaks.
© 2009 - 2019 datedechoix.com
