Organize user groups

How to group users in Caspen?

Create user groups

Groups prove highly beneficial when you need to categorize practitioners according to specific interests or specialties, such as 'Physiotherapists,' 'Treats Infants and Children,' or 'After Hours.' After creating groups, you can easily choose users to include in each group by selecting them from a list.

Consider you run an Allied Health Practice, and a client contacts you specifically for an appointment with a physiotherapist. Instead of having all practitioners visible, you can switch to the "Physiotherapists" group, allowing you to focus solely on these practitioners. This streamlined approach makes it more convenient to concentrate on the practitioners of interest without unnecessary distractions. This feature proves particularly valuable for new reception staff who may not be acquainted with the specific specialties of each practitioner.

The user groups feature lets you categorize your users into distinct groups, simplifying user management and assignments. Below, you'll find a step-by-step tutorial on how to utilize this recent addition:

Creating a User Group

Go to Users -> Groups -> +Add group. (https://app.caspen.com/groups)

You will then be asked to assign a name to your group, which aids in easy identification in the future.