Client groups
Client groups let you organise multiple client sites under a single brand or parent organisation. For example, if you supply workers to several Sainsbury's stores, each store is a separate client but they all belong to the "Sainsbury's" client group.
When to use client groups
Use client groups when:
- A single business has multiple sites and you want to report on them collectively.
- You bill a head office rather than individual sites.
- You want to see aggregated fill rates, hours worked, or spend across a brand.
Note
Client groups are optional. If each client is independent and billing is handled separately per site, you do not need to create groups.
Creating a client group
- Go to Client groups in the sidebar.
- Click Add group.
- Enter the group name (e.g. "Sainsbury's").
- Save the group.
- Open each client that belongs to this group and assign the parent group from the client's settings.
Tip
You can also assign a client group when creating a new client — there's a Client group field on the new client form.
Viewing group data
From the client group detail page you can see all member clients, their combined shift history, and aggregated financial figures. Reports in the Finance section can also be filtered by client group.