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      Client Master - Client Groups

      The Client Group or 'Group Name' is an optional field in the system that allows you to create custom categories to group your client locations against for reporting purposes.

      To add a new client group please follow the below steps:

      1. Access Masters > Client Master > Client Groups.

      2. Select Add New Group.

      3. Enter New Client group name and select the Green tick to save.

      This functionality is often used in conjunction with the Current Booking Report to report on bookings along these client group lines. To add a client group to a client is via the client card: