Group sign up sheets allow you to create a list of planned groups and workshops, and maintain the client roster for each group.  They also allow you to efficiently add clients to appointments for groups who will have appointments regularly over a period of time.  Group sign up sheets can be printed, if desired.  Printed sheets include email addresses and phone numbers for clients who have approved being contacted via these methods.  

 

What would  you like to do?

oCreate a group sign up sheet

oEdit a group sign up sheet

oDelete a group sign up sheet

oUse a group sign up sheet for a group appointment

 

 

Create a Group Sign Up Sheet

1.  From the calendar screen, click Open > Group Sign Up Sheets.  

2.  Click New Group Sign Up Sheet.

3.  On the Group Information tab, enter information about the group (name, status, code, users, group size, etc.).

4.  On the Group Member Sign Up tab, add group members by:

oClick Add.

oSearch for the client.

oClick OK.

oContinue adding members as desired.

5.  Click Save.

6.  Click Exit.

 

 

 

Edit a Group Sign Up Sheet

1.  From the calendar screen, click Open > Group Sign Up Sheets.

2.  Double click on a sign up sheet to open it.

3.  Click the Edit icon on the menu bar.

4.  Make desired changes.

5.  Click Save.

6.  Click Exit.

 

Delete a Group Sign Up Sheet

1.  From the calendar screen, click Open > Group Sign Up Sheets.

2.  Double click on a sign up sheet to open it.

3.  Click the Delete icon on the menu bar.

4.  Type in "DELETE THIS CLIENT GROUP" and click the Delete Client Group button.

5.  Click Exit.