How to set up new Client Groups (Companies)
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You can now set up new Client Groups (Companies). If you just want to invite Sole Proprieters, skip this.
- On the top menu, click Admin, then Structure & Settings below it. You are now viewing your Consultant-tier settings.
- On the right, you'll see a Client Groups list. Note one already created called [Sole Props], which can hold any Sole Proprieters, if you will be doing that type of enrollment. We are going to focus on companies with employees.
- Above Client Groups, click Add.
- Fill in/supply the following:
- Client Group Name - the name of the company, i.e. LargeCo
- Logo (Mobile) and Logo (Desktop) - company logo. Adjust the size sliders to fit each image properly in the rectangle area. You may use the same image for both, but note that the app will have a dark background on mobile, and a light background on desktop, so you might want two different versions if the logo doesn't stand out. You can always change this later.
- Color Scheme - self-explanatory - choose something that matches the company brand.
- Payment Mode - if individuals of the company will need to supply their own payment info (and be billed separately), choose Individual. If your will be billing the company as a group, choose Group.
- Tax ID - put in the company's Employer Identification Number (EIN).
- Click Save. You now have this Client Group ready to invite people to enroll.