Create and organize client groups

Open **Clients > Groups**. A group is an account classification used elsewhere for pricing and access. Create the group before assigning clients or building a membership tier around it.

Create or update a group

1. Select **Add client group**, or open an existing row.

2. Enter **Group name** and choose whether the group is **Active**.

3. Set the group icon and color to make it recognizable in client records.

4. For a new group, use **Add**. For an existing group, choose **Save** or **Save & Close**.

5. Refresh Groups and verify the resulting name and status.

6. Where needed, assign the group from a client profile or a reviewed bulk client update.

Reorder groups

Use the drag handle on the Groups grid and check the saved order. Reordering the list is different from editing a membership ladder or changing a service’s price. Review those settings separately.

Before deletion

Review clients and membership programs using the group. **Delete** requires a confirmation and is permanent. System groups are protected. If deletion is unavailable, check both the group type and your permissions. Do not use deletion to remove a client balance or refund an order.

An existing group can expose wallet limits and transfer/voucher eligibility. These have additional requirements described separately. If a save reports that the group was saved but wallet limits failed, re-open both sections: do not assume all settings changed together.