Go to your Timesheets workspace.

Add or open a time record.

If the activity or track allows for Clients, a field will appear in the Enter Time window. Click on the edit icon next to Clients.
 

Any existing clients you've already added will appear in the dropdown. To add or edit clients, click the Edit button.

Click the Add + icon in the new pop-up.

Enter the required information to create the new client. Please note that you will need to create at least 2 individual client records before you can create a group client record.

Once you have all the required fields completed, your client will save and then appear in the Clients table.

Go to your Timesheets workspace.

Add or open a time record.

If the activity or track allows for Clients, a field will appear in the Enter Time window. Click on the edit icon next to Clients. 

Any existing clients you've already added will appear in the dropdown. To add or edit individual clients, click the Edit button.

Click the plus icon in the new pop-up.

Select Group, Family, or Couple.

Click on the Group Members input field. Select the individual clients you want to make up your group.
NOTE: Group members must be created as individuals before they can be added to a group.

Go to your Timesheets workspace.

Add or open a time record.

If the activity or track allows for Clients, a field will appear in the Enter Time window. Click on the edit icon next to Clients. 

Any existing clients you've already added will appear in the dropdown. Click the Edit button.

Click the + button to the left of the client to open and edit the information. 

Click the Trash icon to the right to delete the client.