Auto-Assign Client Group on Booking
Automatically moves a client into a specific client group when they book a designated appointment type, giving them immediate access to that group's forms, programs, and documents. Useful for making sure clients receive the right paperwork or content based on which session they book. Clients keep their existing group access unless a new group is explicitly assigned.
Built by Core Engineering
The problem it solves
Providers often need clients to receive different forms, programs, or documents depending on which service they book, but manually moving each client into the right group after booking is easy to miss and delays getting them the paperwork they need. Automatic assignment removes that manual step entirely.
What's included
- Group assignment field on appointment type settings
- Automatic client transfer to the assigned group upon booking
- Immediate access to the new group's forms, programs, and documents
- "No Group" option to preserve a client's existing group membership
How it works
Appointment booked
Group assigned to type
Move to group
Auto-Assign Client Group on Booking automatically places a client into a specific client group the moment they book a designated appointment type. It's built for providers who want different forms, programs, or documents delivered automatically depending on which service a client books. An appointment type is configured with a target client group, and once set, every client who books that appointment type is moved into it. Providers can also select "No Group" to leave a client's existing group membership untouched.