|The Groups feature is available with the Preferred & Ultimate editions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or firstname.lastname@example.org.|
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.
Add / Edit Group
- Select the Add/Edit button.
- Enter a description for the group. It is recommended to be specific when naming a group to alleviate confusion between groups with similar names.
- You may choose a client as the the group organizer or contact person for the group.
- Enter the date of the group's services.
- Enter the number of guests in the party.
- Optionally, you may select a color that appears on the appointments assigned to the group booked on the calendar.
- Enter any specific notes for the group.
- Select to Save.