How to set-up a group in Delenta?

Setting up groups

With Delenta Groups you can now simply create a group, assign members to it and start sharing notes, assign tasks and create sessions with the group.


There are two ways of creating a group in Delenta. 

1. By creating a Group Coaching Package. This will automatically create a group linked to the package. 

2. Manual creation of a group: These groups are not linked to a package. 



1. How to setup a Group  that is linked to a group coaching package? 


Prerequisites: Make sure you are connected to your payment processor before creating a package. (See How to integrate your Stripe and PayPal account with Delenta?)  Delenta supports Stripe and Paypal.  


STEP 1: Go to My Packages, click on +New Package button and Group Coaching Package. 

 



STEP 2: Fill in all the necessary fields to create your Group Coaching package and click Create Package 



As soon as your package is created, Delenta will automatically create a group linked with the package. This package will be placed in your My Contacts area. The package name will be assigned to the group at the time of creating.  


Note: The group name can be updated if required.  



STEP 3: Package details can be updated using the package edit option.  Click on VIEW DETAILS and edit.  Edit package details and click Update Group. 




2. How to manually create a group using 'Create Group' option? 


If you are not linking a group to a package, then you can chose to create a group using 'Create Groups' option on My Contacts page. 


Simply give it a name and add a note if required and click Create Group.


 


How to add members to a group? 


If your group is linked to a package, anyone who purchases the package will automatically be added to the group as its members (See Image below). In addition to purchased clients, you can also add members using .



In the above example, Sylvia and Harvey were automatically added to the group as members because they purchased the Group coaching package- 'My Great Brand New Group Coaching Package' on Delenta. 


Additionally, Irene and Emily were added manually to the group via the  option.


Note: In order to add members to your group they have to be clients or prospects on your My Contacts list. If your contact is not already a client or a prospect please invite them to their own dedicated client portal (See Invite Your Existing Clients & Prospects for more information) . Once they have accepted your invitation to Delenta, you can start adding them as members to a group.

 STEP 1: Search for the group on My Contacts list. Click on VIEW DETAILS.


STEP 2: Select Members tab and click on to get the  Add members interface.


STEP 2: Select clients & prospects you want to be added to the group from the drop down list and click Submit. 


NOTE: Only Clients and Prospects on your My Contacts list on Delenta can be added as members to the group.



How to remove members from a group? 


STEP 1: Search for the group in your My Contacts list. 


STEP 2: Click on VIEW DETAILS 


STEP 3 :  Select the group members you want to remove  and click on  as shown in the image below.