User groups allow you to group your users into different categories, making it easier to manage and assign users to different groups.
Create a User Group
Head to your Workspace Settings.
Under the Team sidebar section, select User Groups.
Select + New Group.
Create a name for the group (required), add users (optional - can be added later), then click Create.
Delete a User Group
Head to your Workspace Settings.
Under the Team sidebar section, select User Groups.
Select the Action Menu (•••) for the group you would like to add users to, and select Delete.
Confirm the deletion of the group by selecting Delete in the modal that appears.
Add users to an existing User Group
To add users to an existing group:
Head to your Workspace Settings.
Under the Team sidebar section, select User Groups.
Select the Action Menu (•••) for the group you would like to add users to, and select Edit.
In the Users section, type the name of the user you would like to add to this group, then select Save.
Remove users from an existing User Group
Head to your Workspace Settings.
Under the Team sidebar section, select User Groups.
Select the Action Menu (•••) for the group you would like to add users to, and select Edit.
Click the X icon next to the user you would like to remove from the group, or you can select the red Trash icon.
Click Save.
Reports
Using User Groups for Filtering & Waitlist Management
Once you have added your users to the group, you can now filter reports by user group, as well as add and update clients on the waitlist to be waiting for a specific user group, such as "Physiotherapists" or "Graduates".
Frequently Asked Questions
How do I assign a service to a user group?
How do I assign a service to a user group?
You don't; services are assigned to the individual practitioners who provide them, and a practitioner can only book the services assigned to them.
User groups aren't part of service setup; they're used to filter reports and batch invoicing, manage your waitlist by discipline or team, and route form notifications.
The usual setup order is: create your services (assign to locations); set up your practitioners (assign each their services and locations); then optionally create user groups to organise your team.