Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
Client groups allow you to create groups of related clients to help you organize and bill multiple clients with the same organizational structure. Now you can access client groups within the Canopy Practitioner App.
To get started, open the Canopy Practitioner App on your Mobile device and login to your account.
Create a Client Group on Mobile
1. Tap the Clients tab in the App.
2. Tap Client Groups.
3. Tap the Add Client Group button.
4. Tap the Client Group name field to type in a group name.
5. Tap the Clients menu to add clients to the group.
In the pop-up, select the clients you want to add to the group. You can tap the x next to the selected clients name at the top to remove them from the group.
6. Tap Done to Save the Group.
Manage Client Groups on Mobile
1. Tap the Clients tab, then select Client Groups.
2. Select a Client Group from the list, or use the search bar to find a group.
3. In the Client Group, tap the client name to navigate to their Client Record.
You can now access everything in the Client Record. The Client Group is listed in the Details tab.
4. Tap the back arrow in the top left corner to navigate back to the client group.
Edit or Delete a Client Group
1. In the Client Group, tap the 3 dot icon in the top right.
2. Tap Delete, or tap Edit or in the pop up menu.
3. In the Edit menu:
Tap the Client Group Name field and type in a new group name.
To add more clients to the group, tap the arrow next the clients menu, then select the clients you'd like to add. You can also tap the x next to a client name to remove them from the group.
4. Tap Done to complete.
