This field is optional but can be generated you wish to be able to sort your clients into specific categories. E.g. 1. A dog washing service wanted to keep track of where their referrals come from, so they set up Client Group categories of their most popular referral sources (local vet clinics, local newspaper advertisements, word of mouth, other etc.) E.g. 2. A counsellor sorts her client base into the categories of Individuals, Couples and Groups. She finds group work more tiring than individual work and having these categories helps her to plan her week and find a better balance in her work. Tip: You can see a summary of your client group in the Client summary in the Reports section. To set this up, click on Add Client Group.
Client groups SettingForm Client groups
