Client Groups is a powerful tool that allows you to automatically group clients based on many different specifications. From there you can view and Message the entire group.

  • You can setup automatic client groups on the Petcare > Client Groups page
  • Clients can be grouped based on creation date, service date, animal type, tag, territory, service, time block, ongoing and any custom profile search
  • It's possible for clients to be part of multiple Client Groups
  • Individual clients cannot be added or remove from the group - instead, adjust the Group's settings to include or exclude them
  • You can send messages on the Communication > Messages page to specific client groups.
  • If you go to Table view of the Client Profiles you will see tabs to view your clients by the Client Groups that you have configured