How to Add Sub-Groups

Sub-Groups allow you to add additional groups to the main group for easier booking, invoicing, and reporting. 

(For example, you'd like team names to show next to the booking on Invoicing and Reports) 

This also allows you to view all the bookings under the main group as well as Sub-Groups.

To add a Sub-Group, select the Customer you'd like to add a Sub-Group to. You can easily navigate to the Customer profile by selecting a booking and clicking on the Customer name.
At the top right, you will see Sub-Groups. Select the Sub-group in the drop-down menu.

Note: The group must be added in the system under Customers before adding it as a Sub-Group.

Creating an Invoice with multiple groups: 

Go to the Bookings tab in the Customer profile of the main group. 

Select the Groups you'd like to show on the same Invoice then click +Invoice in the top right corner. Select the Primary Group for the Invoice > Create Invoice. 

Once the Invoice is created, you will see the Group or Team names on the Invoice.