Editing Groups

  1. To edit members of a group, go to the “Groups” tab from the dashboard.
  2. Click “+” icon for the group you want to edit.
  3. Then click on the “pencil” icon to edit the group.
  4. Click on “add clients” and checkmark the client(s) to add to your group. 
  5. To Remove the person by clicking on their name (green checkmark disappears).
  6. You can also remove all members of a group by using “deselect all”.
  7. Be sure to “save” each time you are finished editing.
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