Client Groups as filters on schedules | Features

Client Groups as filters on schedules

Lara Greenway

Using the Client Groups to be an option to add to schedules and XBerts instead of selecting clients one by one.

Created by Marsha Galicia

Lara Greenway

This post missed the important aspect that these client groups are not dynamic - if a client is added to the group, they are not added to the schedule

Troy Brown

Lara Greenway understood Lara. We will discuss in our internal roadmap sessions.

Troy Brown

Hi Lara Greenway This function already exists. Click the filter at the top of the client list. Then scroll to the bottom of the left side of the next screen.

Lara Greenway

Troy Brown This post missed the important aspect that these client groups are not dynamic - if a client is added to the group, they are not added to the schedule