How do I create a new client group?

Client groups allow you to organize your clients into distinct groups. Clients can be added to groups during creation or afterwards by editing the client card. You can add Client Groups on Mac or on iOS:

Mac

  1. Go to File > Add Client Group or Click the "+" button in the bottom left corner of the Billings Pro window > Add Client Group.
  2. Client groups can also be added from Billings Pro > Preferences > Labels > Client Groups.

iOS

iPad

  1. Tap the All Clients view then tap the "+" button in the top right corner
  2. Select New Client Group
  3. Enter the group name and tap done.

iPhone

  1. Go to the Work Tab
  2. Tap the "+" button in the top right corner in the work view, or from within the all clients view and select New Client Group.
  3. Enter the group name and tap done.

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