Appointment Groups

The Groups feature is available with the Preferred level of Envision Cloud. You can update your account on the Account Management Subscription Page.

 

Right-clicking over an appointment and selecting to assign a group will open a screen to allow you to add, edit and assign this appointment to a group.

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Add / Edit Group

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  1. Select the Add/Edit button.

  2. Enter a description for the group. It is recommended to be specific when naming a group to alleviate confusion between groups with similar names.

  3. You may choose a client as the the group organizer or contact person for the group. 

  4. Enter the date of the group's services.

  5. Enter the number of guests in the party.

  6. Optionally, you may select a color that appears on the appointments assigned to the group booked on the calendar.

  7. Enter any specific notes for the group.

  8. Select to Save.
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