How to Move a Client Between Groups or Sub-Groups

This guide will demonstrate how to move registered clients between Groups or Subgroups.
***The group you need to move the client to must be an active group. If the group is marked as complete or archived you will need to change the group to active first.

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.