Client Groups (abbreviated as "Clt Groups" on the main menu) are intended to make managing group sessions easy. Client Groups are a container for group sessions, and an example would be "Tuesdays 1PM Awesome Group". Once all the clients in a group have been added, to create encounters for each client that attended a session you just select the clients that attended and click "New Session". Alternatively you can always select all the clients to create encounters, and then use the Change Service button on each encounter for clients that did not attend. Past group sessions are listed under a client group so they can be revisited later, so you for can example print a log of clients there were in that group session.

The first step is to set up one or more client groups which is not much more than a description and a list of clients. Before a client can be added to a client group you must be able to write a group encounter for that client. You can add a new encounter to an existing group session later by selecting a client and then clicking the Add button on the Group Session.

How To: Adding a Client Group

How to: Adding a Group Session to a Client Group