Sub-Groups are smaller groups that you can link to a main customer group to make booking, invoicing, and reporting easier and more organized.
For Example:
If you manage a sports club, your main group might be “City Soccer Club”, and your sub-groups could be team names like “U12 Boys” or “U14 Girls”.
Why Use Sub-Groups?
- Keep things organized
- Easier invoicing, better reporting
- See everything in one place- when you view the main group, you’ll also see all bookings from its sub-groups.
How to Add a Sub-Group:
- Navigate to the customer profile (you can get there by simply clicking on their name in a booking)
- In the top right corner, click on the Sub-Groups tab
- Search for the group(s) to add, select them in the drop-down menu to add as a Sub-Group
💡Note: The group must already exist under Customers before you can add it as a Sub-Group.
How to Create an Invoice with Multiple Groups:
- Go to the Bookings tab in the main group's customer profile
- Select the bookings you'd like to include on the invoice (you can utilize the Filters to search for certain date ranges, times, etc)
- Once bookings are selected, click +Invoice in the top right
- Choose the Primary Group (the main group for the invoice) then Create Invoice.
Once the Invoice is created, it will list the group or team names next to each booking.