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Learn how to add a user to or remove a user from multiple Groups within Maintain Users.
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Last Updated: 03/31/2022 in How To Overview Forms/Notes
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.
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Last Updated: 03/31/2022 in How To Overview Forms/Notes
Learn how to add a client to or remove a client from the Face Sheet, a Form, or a Note.
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Last Updated: 09/19/2022 in How To Overview Forms/Notes
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.
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Last Updated: 03/31/2022 in How To Overview Forms/Notes Notes
Learn how to use and document a Group Note.
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Learn how to add a user to a group scheduler appointment from Maintain Users and Groups Notes.