Create a Contact Group

In this article, learn how to create a contact group.

APPLIES TO: Admins

Last updated: April 19, 2023

Contact groups allow you to add clients to groups of your choice and send messages to specific groups.

 Create a Contact Group

• After logging into your account, hover over the main navigation bar on the left hand side and click Contacts
• Navigate to the Groups tab
• Enter a Group Name and click Save

• Click in the space where it says Add Contact and search for the name of the client you want to add to this contact group
• Click the client's name to add them to the group

• Repeat this until you've added every client you want in this group