How to Add a Group 👩👩👧👦
The Add Button
You can add a group at any time while using the application by clicking the Add -> Group button. When adding a group, the name, branch, and program are required fields. You can correct the name and other details later (see the image below).
A group is always linked to a specific program and branch. A group always has a name. The name depends on your preference and should contain words that you will use to search for this group in the future.
Group Lifecycle
We are constantly creating and closing groups. At the beginning of the year, we create new groups and fill them with clients. We conduct sessions. At the end of the academic year, we close groups. When you add a new group to the application, it always becomes active. If a group becomes irrelevant, you can archive it. If there are clients or sessions in a group, you cannot delete it, as we would lose that data. However, you can delete empty groups. Thus, a group has a very simple lifecycle: Active and Archived. You can always retrieve archived groups and return them to an active state and vice versa, send them to the archive. You can do this from the group menu. Right-click on the group -> Archive.
By default, active groups are shown in the group window. To select archived groups, you need to choose the corresponding filter in the search by clicking on the search bar.
💡 Important!
- You can only delete an empty group.
- If a group contains clients or sessions, that group can only be archived.
