Manage & Edit Clients

Account Requirement: Individual

IN THIS ARTICLE

Manage Ad-Hoc Groups where Members Often Change

Edit a Client

Delete a Client

Add Individuals to a Couple, Family, or Group

Group Demographics

Group Clients

Manage Ad-Hoc Groups where Members Often Change

Managing ad-hoc groups where members come and go can be tricky to understand in Time2Track.  Time2Track does not track attendance, so if you have a group that changes frequently, you should not add a separate group for each meeting.  

Instead, you will add new members to the group as they attend, but if they stop attending the group you will not delete them.  What you will end up with is a running list of ALL individuals who have ever attended that particular group.  When Time2Track reports this information, you'll get credit for the demographics of each attendee. 

QUICK TIP

NEVER delete an individual from a group, unless that individual was added by mistake. If you delete an individual from a group, the individual will be deleted from ALL instances where that group was used, not just the instances moving forward, and you will not receive credit for that client's demographics in any reports.


Edit a Client

To edit an Individual, Couple, Family, or Group, go to the Clients section and click the code of the client you'd like to change.  You can also search your client list or filter by client type.  Change or add any information, then click Save.

Keep in mind that editing any client will change ALL instances where that client was used, not just the instances moving forward.  For example, if you change the age range for a client, it will change the age range for all the activities associated with that client.


Delete a Client

Clients can be deleted ONLY if they do not have any activities associated with them.  Deleting a client from your Time2Track account would remove them from all your reports and activities, so we don't allow this.  

If a client was added by mistake or you never ended up working with them, you can delete them from your account by navigating to the Clients section, then clicking the X button that appears when you move your cursor over the client you want to delete.

If the X button is grayed out, you won't be able to delete that client because they have activities associated with them.


Add Individuals to a Couple, Family, or Group

If you are working with a Couple, Family, or Group and you need to add new members at any point, go to the Clients section and click the code of the Couple, Family, or Group.  To add a member, click in the Add an existing individual smartsearch box OR click the Add a new individual button.  When you're done, click Save.


Group Clients

The purpose of tracking groups is to report how many different groups you have worked with and also how many different individuals you have worked with. It is important that you manage your groups properly to have accurate and complete information. You are not tracking group attendance but how many different individuals attended your group.

When you create a group you should add all of the individuals that attended or have ever attended the group. You should never remove an individual from a group unless you are correcting a mistake and the individual never attended the group. Removing an individual would remove them from any demographic calculation in the future. New Group attendees should be simply added to the group. If the individual is already in your system then just add them to the group. If not you can add the individual and then add them to the group. You don't need to do anything if a group member doesn't attend a meeting. An individual is counted only one time regardless of how many times they attend a group. Remember, never remove an individual from a group.


Group Demographics

There are some Time2Track reports that show totals for groups by age range (eg. Adult Group, Adolescent Group, Child Group).  Here are some important things to know about how Time2Track calculates age demographics for groups.

  • Adding individuals to your group is optional.
  • An empty group (no individuals added to the group) defaults to an Age Group of Adult.  
  • If a group contains one individual, the Age Group of the group will be the Age Group of the individual in the group.
    • Example:  A group containing one adolescent will be classified as an Adolescent Group.
  • If a group contains more than one individual, the Age Group of the group will be the Age Group of the majority of the individuals in the group.
    • Example:  A group containing three adolescents and two adults will be classified as an Adolescent Group.
  • If a group contains equal numbers of individuals for multiple age groups, the Age Group of the group will be the Age Group of the oldest individuals. 
    • Example:  A group containing two adolescents and two adults will be classified as an Adult Group.