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Welcome!

This guide will help you organize your clients into groups. Groups make it easy to call many clients at once!

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Why Use Groups?

Groups help you organize clients who share something in common. For example:

• Bingo Group - clients who play bingo together
• Morning Walkers - clients who walk in the morning
• Book Club - clients who love reading

Step 1: Select Your Clients

Selecting clients from the list

1. Go to the Clients page
2. Click the checkbox next to each client you want to add
3. Select as many clients as you like
4. You'll see the Manage Groups button appear

Step 2: Open the Groups Menu

The Assign Clients to Groups window

1. Click the Manage Groups button
2. A window will open showing your selected clients
3. You can see how many clients you've selected