Navigate to [https://portal.geoh.app](https://portal.geoh.app/trips/trip-type)

Click the arrow next to the "Groups" field and select all the desired groups.

Scroll back to the top of the client profile.

Edit Client
UPDATE
BC
Ben Carehome
Client Information
First Name *
Middle Name
Last Name *
Client ID
Date Of Birth
/
/
Color
Cobalt Blue
Common Colors
Ash Gray
Silver
Roman Silver
SlateGray or SlateGrey
Azure Blue
Night Blue
Cobalt Blue
Sky Blue Dress
Lavender Blue
Blue Lagoon
Deep Sea
Gunmetal
Dark Mint
Hazel Green
Fall Forest Green
Avocado Green
Light Rose Green
Parchment
Banana Yellow
Orange
Camel Brown
Fall Leaf Brown
Cinnamon
Copper
Sandstone
Sangria
Mahogany
Sunrise Orange
Valentine Red
Chilli Pepper
Black Bean
Purple Lily
Lipstick Pink
Pink Rose
Pink Lemonade
Mauve Taupe
Periwinkle
Group
GEOH Demonstration
Location 1
Location 2
Sub Location 1
Client Manager
DA
Admin, Demo
YD
Didokha2, Yevhen2
JD
Does, Jane
BH
Harrison, Benjamin
SM
Marne, Shweta
AP
Prabu, Arun
GS
Scheduler, GeoH
FS
Scheduler, Forte
ST
Test, Scheduler
SHOW INACTIVE
Demographics
Gender
Female
Male
Other
Languages
Spanish
Vietnamese
German
French
Korean
Yoruba, Twi, Igbo, or Other Languages of Western Africa
Chinese
Gujarati
Hindi
Amharic, Somali, or Other Afro-Asiatic Languages
Cantonese
Bengali
Farsi
Arabic
Turkish
Russian
English
Ukrainian
SELECT ALL
Client Addresses *
8801 N Meridian St
Indianapolis, IN 46260
No results found.
Contact Information
Phone Numbers *
1 (317) 300-7361
Please provide a 10 digit phone number.
Email Addresses
bharrison@gogeoh.com
Start typing to add email address.
Preferred Employees
BH
Harrison, Ben
36
6, 3
MA
Accountant, Milestone
BA
Adams, Blake
DA
Admin, Demo
BA
Admin, Bailey
AA
Admin, Agency
MA
Administrator, Marketing
JA
Allen, Joshlyn
BA
Anderson, Bailey A
TA
Angeles, Tyrell
BA
Arnold, Brittany
JB
Bak-Sklener, Josh
DB
Bostok, Dawn
MB
Brandenburg, Melanie
TB
Bumgardner, Tom
AC
Casey, Aleah
TC
Caudy, Trevor
JC
Chastain, John
RC
Cole, Rylan
DC
Collins, Daijon
SC
Coronado, Sebastian
JC
Crethers, Jessica
TD
Demore, Trevor
YD
Didokha, Yevhen
YD
Didokha2, Yevhen2
YD
Didokha3, Yevhen3
YD
DidokhaCool, YevhenCool
JD
Doe, Jane
JD
Does, Jane
JE
Employee, John Doe
ZF
Fom, Zing
ZF
Fom, Zing
DG
Gunn, David
AG
Guy, Auditor


FOR EMPLOYEES: Repeat the previous process.

To create new visits with groups after that, click "Scheduling"

Select either "Single Visit" or "Visit Series" and click "NEXT"

Click the "Edit" icon next to the "Group" field.

Select the desired "Group" from the new options.

Click "NEXT" and complete rest of the scheduling process.

How do I add new groups to clients, employees, and visits?