Client groups based around clients’ shared interests are valuable tools for creating distribution and communication lists.


Here’s how to create a client group.

  1. From the Frontdesk, head to the Clients header, click Client Groups. 

  2. On the far right-hand side of the screen, click +Add group. This will display the Add User Group window.

  3. Add a name and description, press Add.

  4. The group will now be available to search in the Custom User Groups panel.


Now, here’s how to add clients to this group.

  1. From the Frontdesk, head to the Clients header, click Client List. 

  2. On the desired client’s tile, click Actions, then Add to User Group. This will display the Add Members to User Group window.


  1. Select the desired group from the List, and press Add. Rinse and repeat until you’ve filled out your list!


Now we’ve got a client group, how can we send this group a message or download their details as a distribution list?

  1. From the Frontdesk, head to the Clients header, click Client Groups.

  2. In the Custom User Groups table, use the Search function to find the group.

  3. Click on the group name to view the client list.

  4. Click Actions, then either – 

    • Send group message

    • Download contact CSV