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User Groups

Create and manage user groups

Updated over 6 months ago

User groups are a great way to group together providers on a common characteristic. For example you may want to group together PTs vs OTs. Or you could group PTs vs PTAs.

This allows you to easily filter these groups on the calendar.

Users can belong to one or many User Groups.


Creating a User Group

To create a new user group go to your admin section.

1. Go to your admin section.

2. Click "Users"

3. Click "User Groups"

4. Click "+ New User Group"

5. Name this group

6. Select the "Active" option.

7. Click "Save"

8. Click "Users"


Assigning a User to a User Group

9. Edit the user

10. Select "User Groups"

11. Select applicable User Group

2. Click "Save"


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