How to Move a Client Between Groups/Sub Groups(New Experience)

This guide will demonstrate how to move registered clients between Groups or Subgroups.

Select the Group then use the pencil icon to open and edit the Group.

Scroll down to locate Related Groups (Subgroups) and select the subgroup that contains the client to be moved. Use the pencil icon to open the subgroup.

Select the client to be moved and check the box.

***Trainer Tip - multiple clients can be moved at once time if they are all being moved to the same location.

Select Move Members and Apply

Select Choose Group and Update Revenue Category if the new Group or Subgroup has a different Revenue Category.

Select the destination from the list of available Groups and Subgroups.

Select Move Members

You will see a confirmation message once the member is moved to the new Group or Subgroup.

EZ Facility - Google Chrome
Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.