The Groups feature unlocks a world of possibilities for both professionals and clients. It is perfect for you if you want to simplify resource sharing so you can save valuable time and effort to focus on your growth.
Benefits for you as a professional: You can effortlessly organise and manage clients to targeted groups, simplifying communication. You automatically enrol clients into relevant onboarding journeys based on their group, ensuring a tailored experience. You can also send timely reminders and messages to specific groups, saving time and increasing engagement.
Benefits for your clients: Being part of a group can motivate clients to stay on track with their health goals. Connecting with others who are going through similar experiences can provide support and encouragement with valuable insights and advice.
Follow this step-by-step video to create groups:
Check out the Groups feature here →
Go to Settings and click on the Groups tab
Select New Group and assign a name
Select which clients to assign to this group
Click on ‘Save Changes’ to create the group
Click on Clients
Select Groups
Choose a Group that you want to send the resource(s) to
Select all the materials you want to share
Click on Send Form
Go to View Submission to review once they’ve completed
Have questions? LIVE chat with us or get in touch with the team. We’re here to help!
