Organize clients with groups

When you have dozens of clients, finding the one you're looking for or making changes for a subset becomes slow. Groups let you organize and manage clients by category.

Create a group

1. Go to Clients.
2. Create a new group with a descriptive name.

Group examples: "Beginners", "Online", "In-person", "January Challenge", "Fat loss".

Assign clients to a group

Select the clients you want to include and assign them to the group. A client can belong to multiple groups at the same time.

What you can do with groups

• Filter your client list quickly.
• Assign programs or routines to all members of the group.
• Have an organized view of your client portfolio.

Recommendations

• Use clear, short names.
• Don't create too many groups: 3–5 is usually enough.
• Update groups when a client changes phase or program.

Groups are especially useful if you combine in-person and online clients, or if you work with different levels or programs simultaneously.