Adding/Editing a Group

Adding or editing a group is easy. Simply follow the steps shown below.

1) Log in to PatientSites Web Editor at client.patientsites.com

2) Click on  Customers in the main menu, then go to the Groups submenu.

3)  Click the Add new group button, to open a new empty row at the top of the list of existing groups.

4)  Enter the order of the customer group in the Order text entry box. Enter the name for the customer group in the Name text entry field, and click the Save button to save your new group.  

5) Alternatively, if you're importing customers with a .CSV file, you can also create a new group through that process and add the new customers to the group right away. 

Click here to learn more about adding customers to Groups.