Create a Group

Create as many Groups as you need to organize and filter your participant list.  

1. In Client Manager, beside the Client / Group table, click Add.

In Client Manager, beside the Client / Group table, click Add.

2. Fill in the Client / Group Information

  • Name is the only required field.  Use any combination of letters, numbers, and symbols to represent the group.
  • ID and Notes are optional.

Click Save.

Fill in the Client / Group Information

3. The new Group is shown in the table.

The new Group is shown in the table.

Add more groups as needed.

Add more groups as needed.

Client Manager sorts Groups alphabetically by Name.

Client Manager sorts Groups alphabetically by Name.

Now each Child can be assigned to a Group.

You can:

  1. Assign a Child to a Group when you create a new Child record in Client Manager, or
  2. Edit the Group assignment for an existing Child record in the Child Information panel.