Add or remove clients in a group Last updated: Aug 16, 2026

Manage which clients belong to a group.

1. Open Clients > Groups and click the group you want to manage.
2. Select the Members tab.
3. To add a client, type a name in the Search for a member box, click Search, and add the client from the results.
4. To remove a client, click Remove next to their name in the members list.

You can also click Create task next to any member to open a new task for that client.