Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
Owen Davies
shared this idea
Hi team, I'm happy to share that this is a feature you can look forward to having soon! If you haven't caught up on the Xerocon announcements you can read up on our blog.
Xero Partner Hub is the new practice experiences bringing all your practice tools together in one place and will be launching to partners early 2026. This will include many improvements to clients like being able to create a group from within a clients record. 🙂
Read up on the Xero Partner Hub on our website, where you can also register for early access beginning in Nov.
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Rhianne Carew
commented
Currently, we can't add clients from inside a group - we need to be on the client list page. Our process is to create a group, then create the clients, and manually add to groups. It would help to streamline processes to be able to create a client from within the group screen, and have it automatically be added to the group.
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Georgina Gogarty
commented
This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group
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Owen Davies
commented
Screen 2
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Owen Davies
commented
Screen 1
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Brooke Paul
commented
An option to create a new group in XPM from the client card menu would be very helpful. Makes it a bit bothersome setting up new clients when you need to move to another page to make the new group.
See picture attached. If XPM cannot detect a group, a line prompting to create a new group here would be ideal.
