Create Customer Group Praxis Desk

Create new customer groups in the settings.

Requirements

• You are logged in with the Edit groups permission.

How to do it

1. Open Settings → Account Management → Patients / Customer Management.
2. Switch to the Groups tab.
3. Click + Group.
4. Fill in the fields:
   • Name (required)
   • Description (optional)
   • Select a Color
   • Enable Show in customer profile if the group should be visible in the portal
5. Click Save.