If you’re using version 3 - click here for the transition milestone dates and the transition calls.

How do I manage my client groups?


Click on the Contacts tab in the main menu (upper left corner of the coach screen) and then look down in the bottom left corner. You will see a blue icon with a group of people that you need to click on. Or you can use the "Manage Groups" link in the "Tools" section to the right of the Contacts section. In the new window that opens you have the same options for adding a new group and deleting or editing the name of an existing group.

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