We're excited to introduce Groups – a powerful new feature that streamlines how you work with multiple clients who share similar goals or treatment plans.
What's new:
- Create client groups to organize your practice more efficiently. Whether you're running group therapy sessions, coaching cohorts, workshops, or working with clients on similar programs, you can now manage them collectively.
- Assign activities and programs to entire groups with a single action. Instead of individually assigning the same content to multiple clients, simply select your group and deploy activities instantly to all members.
- Track collective progress. Monitor how your entire group is performing on specific activities and spot clients who may need additional support.
- Maintain individual oversight while benefiting from group efficiency. Each client's progress remains accessible within the group view, so you never lose sight of personal outcomes.
Getting started:
Navigate to the new Groups section in your dashboard to create your first group. Add existing clients or create groups as you onboard new clients. Your existing individual client management remains unchanged – Groups simply adds a new layer of organization to enhance your workflow. For more information visit the docs: "Getting started with Groups"
This feature is perfect for:
- Group therapy sessions
- Coaching cohorts
- Educational workshops
- Any scenario where multiple clients share similar activities or goals
This feature builds on your existing client management tools, making it easier than ever to scale your practice while maintaining the personalized care your clients expect.
This is just the beginning – we have exciting plans to expand Groups with additional collaborative features to make group management even more powerful in upcoming releases.