PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Using Client Groups
Using Client Groups

Using Client Groups

You can use client groups to:

  • Filter your clients
  • Export a group of clients
  • Print a list or set of mailing labels for a group of clients

Refer to Client Groups for set up instructions prior to using client groups.

Filter the Clients Hub

Use your client groups to narrow down the list of clients that are displayed at one time.

  1. Open the Clients hub.

  2. Choose the "Client Group" search option in the Search section of the ribbon.

  3.  Select a client group from the drop-down list to display just the clients in that group.

Export a Client Group

You can export client lists from the software using the Export to Excel tool on the ribbon. The export will contain only those clients that are displayed on the hub at the time of export. Use client groups to export a list of clients that belong to a specific group, your "Newsletter" group, for example. See also: Exporting or Deleting a Group of Clients

  1. Filter the Clients hub using the steps above.

  2. Click Export to Excel on the ribbon. The software will create a spreadsheet file you can save to your local computer.

Print a Client Group

For instructions, see the Client Lists and Labels topic.



See also


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