Add Client Groups Field to a Form or Note
Learn how to add the field type Client Groups to a Form or Note so that your staff can add a client to multiple groups at once.
Add a Client To or Remove a Client From Groups in a Form or Note or Face Sheet
Learn how to add a client to or remove a client from the Face Sheet, a Form, or a Note.
Manage a Client's Group Scheduler Appointments from the Group Note or Client Groups Field on a Form or Note
Learn how to add a client to or remove a client from existing group Scheduler appointments via the Group Note or from a Form or Note that contains the Client Groups field type.