Planning

Several clients in one plan

A group plan gives several clients the same remedies at the same times. This is how you set it up and how you manage the group afterwards.

  1. In step 1 of New plan, tick Several clients and then tick the clients who take part. The test client cannot be in a group.

    Step 1 of New plan with the Several clients box Enlarge the image
  2. You choose rhythm, duration and remedies as for a normal plan. Everyone gets the same, each with their own plan on their own name and date of birth. Press Start plan.

  3. In the list the group appears as one card, with Group plan and the number of clients below it. The arrow expands the clients, each with their own status. If a client is active at the top, you only see the groups they are in; without an active client all groups are shown.

  4. Tap the card. At the top you see what the group shares, with Change. Below it each client has their own card with their broadcasts. Name, times, duration and remedies are always changed for the whole group.

  5. Add client at the top puts someone in the group. They start today with the same remedies and times and stop on the group’s end date. Add client is also in Change plan.

  6. If one client should leave, press Stop on their card. The rest of the group carries on. Stop and Delete plan in Change plan apply to the whole group.

Questions and answers

Do I get an email for each client?

When the group finishes, one email comes, listing every client whose plan has finished. If one client’s plan halts after three failed rounds, that email is about that one client.

Try it yourself in ResoField

Create a free account and follow the steps with your own clients.