Support Platform Customization
How do I add all group members or plan purchases as clients by default?

How do I add all group members or plan purchases as clients by default?

Posted by Support Team on September 10, 2020 — Updated on May 14, 2025

Learn how to set all group members or plan purchases as clients by default.

1. Click “Groups”.

Click “Groups”.

Click 'Groups'.

2. Create new or edit an existing group.

Create new or edit an existing group.

Create new or edit an existing group.

3. Navigate to “Settings” tab.

Navigate to “Settings” tab.

Navigate to 'Settings' tab.

4. Select “Client” as lifecycle stage.

Select “Client” in the dropdown options for “Transition to this lifecycle stage when an account joins”.

Select 'Client' as lifecycle stage.

5. Click “Save Group” button.

Scroll down and click the “Save Group” button.

Click 'Save Group' button.

Now you can add all group members as clients by default!

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