Creating Groups Manually

1. You can create a group by uploading a CSV or Excel template and naming the group when you upload (see “Adding Groups of Clients”)
2. You can also create groups and add people to groups manually.
3. Go into the “Groups” tab from navigation bar.
4. Click “Create Group.”
5. Enter a name for the group and click “Save.”
6. A popup box will appear and you will see “Clients.”
7. Check the box next to the client’s name that you would like to add to your group.
8. You can also “select all” if you want all these clients added to your group.
9. Click Save.
10. Your group is listed and you can click on the “+’ symbol to view the list.