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#Billings pro remove client group how to#

If your client group doesn’t have client criteria set up, you must create them.

If your client group already has client criteria set up, set the Auto-update option to ON.

If necessary, set up criteria for your client group before enabling auto-update:.

To set up a client group to automatically add and remove clients:

To remove the client from a group, click the X next to the group’s name.

Click the Set client’s groups field and select the client group you want to add from the list.

If this client is already in one or more groups, then the menu will display the group names(s) instead of Add to client group.

In the top right corner of the client profile page, click the Action button and select Add to client group from the menu.

In the list of clients displayed, click the client’s name.

You can enter the client’s name, phone number, email address, UID, or client ID.

On the Top Nav Bar, click the Search button, and enter the client’s information in the box.

To add or remove a client from a group from their client profile:

Click the Action button and select Remove from filtered group.

Select the checkbox next to each client you want to remove.

To remove specific clients from a client group:.

To remove all clients from a client group:.

Remove one or more clients from a client group:.

Select the checkbox next to the client group you want to remove clients from.

If the client group has Auto-Update set to ON, you can’t remove a client from the client group.

Find the client group you want to remove a client from.

To remove clients from a client group on the Clients Groups page: If you don’t see the option, select a different report under the Clients, Attendance, or Sales menu.

Add to group isn’t available in all reports.

To select only certain clients in the report, select the checkbox next to each client you want to include.

If your client list is more than one page, select the Select all records from all pages checkbox.

To select all clients in the report, select the Client checkbox.

Select the clients to include in the client group, as follows:.

On the Clients, Attendance, or Sales menu select a report.

On the Reports menu, click Clients, Attendance, or Sales.

You can filter the list by entering Reports into the Search field. To add multiple clients to a client group from a report:

In the list of client groups, click a group to add the clients to it.To select specific clients in the attendance list, select the checkbox next to each client you want to include.To select all clients in the attendance list, select the checkbox in the column heading.Select the clients to add to the client group:.You can apply a filter to search for a class or event in the schedule. Click the class or event in which the clients you want to add to the client group are participating.You can filter the list by entering Schedule into the Search field. To add multiple clients to a client group from an attendance list: Click the group name to add the selected clients to the client group.In the top-right corner, click the Action button and select Add to group.To select specific clients, select the checkbox next to each client you want to include.To select all clients, select the Client checkbox.Select the clients to include in the client group:.On the filtered client list, beside Applied Filters, click the Remove filter button to remove the Groups filter and display all clients.Click the number in the Client Count column.If the client group has the Auto-Update option set to ON, you can’t add a client to the client group. Find the client group you want to update.On the Clients menu, click Client Groups.You can filter the list by entering Setup into the Search field. To add a client to a client group from the Client Groups page: If you add a client to a client group and they don’t meet the client group criteria, manually updating the group will remove them from it.You must first disable Auto-Update for that client group on the Client Groups If a client group has Auto-Update enabled, you cannot manually add or remove an individual client from that client group.When you add or remove clients from client groups, the changes may take a few minutes to be displayed on the client list.When adding and removing clients from a client group, keep the following information in mind:

#Billings pro remove client group how to#

This article describes how to manually update the clients in a client group and how to set up automatic updates for a client group.īefore you start adding clients to a group, you must first create the group.