What's the Use?
Client Groups hold related clients and contacts in one space. They're useful for File Management and Group Billing. Though not required, adding Clients to Client Groups helps you and your team see associated clients and contacts at a glance. The Client Groups list is a place where you can manage Client Groups. If you want to learn how to create a Client Group, visit this article.
To start, navigate to Clients and Client Groups.
Edit a Client Group
Click the three stacked dots in line with the Client Group and select Edit group.
From the window, you can edit the group name and add or take away clients that fall under this group.
Delete a Client Group
Click the three stacked dots in line with the Client Group and select Delete group.
A message will populate letting you know that by deleting the Client Group, all clients assigned to the group will be unassigned.
Add a Client to a Client Group
New Client
Before assigning a Client Group to a client, you'll have to have a client already created. Add a new client anywhere in Canopy from the global + button.
Existing Client
Click the three stacked dots in line with the Client Group and select Edit group.
