Assigning Customers to Groups

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

2) Click on Customers in the main menu, and stay on the default Customers submenu tab.

3) Find the customer you wish to assign to a group using the filter options

4) Click on the number visible under Broadcast Group column to open the Group list in a small pop-up window.

5) Select the group(s) you wish to assign this customer to by selecting the checkbox next to the group name

6) Click on Save to save your changes. 

7) Alternatively, you can also assign multiple customers to a group by uploading them to the Customers section all at once in a CSV file. During the upload process, you will see an option to assign all customers to one or more groups.
You can also create a new group here, and assign the new customers to it immediately.

If you'd like to learn more about importing customers with a .CSV file, check out this help guide.