Want to know how to add multiple clients to a group session? Check out this helpful guide that will walk you step-by-step through the process.

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  • How to add multiple clients in a group session?

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You can create Group Session events for both Sessions and Video Sessions

Adding multiple clients to a Group Session

  1. Navigate to the Scheduler page by selecting the Scheduler menu option. This will bring you to the Scheduler page, where you can follow the subsequent steps to add multiple clients to a group session.

  1. To schedule a group session for a specific date and time, click on the placeholder that corresponds to the desired date and time on the Scheduler page. This will open a property window where you can proceed to add multiple clients to the group session.

  1. An Event editor will appear on the right side of the Scheduler page. To access the list of Client Events, click on the Session dropdown within the event editor. This will display a list of all the available Client Events you can choose from to add to the group session.

Note: Session event is selected by default. The user has the option to choose other events from the list. (e.g. Video Session, Call, To-do, and Other)

  1. In this example, we will be using Video Session as our event session. 

  1. Click the Client dropdown menu where you can add and check multiple clients to participate in the session. 

  1. Click the Check button to save the client event session.

  1.  After saving, the client event session will be reflected on your calendar.