> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.klarity.coach/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Create and manage a group

| Feature available from the **Professional** plan (unlocked during the free trial).

A group gathers several clients for your group sessions: create it once, reuse it every time you schedule. Here's how to create, edit, clone and delete one.

# Before you start

Creating and managing groups is part of **group sessions**, reserved for the **Professional plan and above**. On Starter (or an expired trial), the **Create a group** button shows a **lock icon** and opens an upgrade window when clicked. You can still view existing groups.

# Create a group

1. From **My groups › Groups**, click **Create a group**. A side panel opens on the right.
   
2. Fill in the **Group name** (required, 80 characters max). It's the only required field — for example: "Codev group A".
3. Pick a **Company (optional)** from the dropdown to attach the group to an organization. By default, the group stays **No company**. You can create a company on the fly from this selector.
4. Add the **Clients** to the group. Search each client by name; if a client doesn't exist yet, create them without leaving the panel.
5. Click **Save**. The group appears in the list and a **Group created.** message confirms the action.

If the name is empty, the message **Give this group a name.** shows below the field. If a group already has that name, you'll see **This group name is already in use. Please choose another.**

|| A group can have at most 20 participants. Once the limit is reached, remove a client or create a second group.

# Edit a group

1. Open the group's page, then click **Edit**. The same panel opens, prefilled.
2. Adjust the name, the company or the client list.
3. Click **Save**.

If your change affects the client list and **upcoming** sessions are involved, an **Apply the client list change?** window appears. Two choices:

- **Apply to upcoming sessions** — the new list replaces the participants of the sessions not yet held.
- **Keep sessions as they are** — the already-scheduled sessions keep their original list.

| The participant list is **snapshotted when each session is created**. Editing the group never affects sessions already held, only upcoming ones — and only if you choose to update them.

# Clone a group

Cloning creates a new group from an existing one, handy to start again from the same client list.

1. On the group's page, open the **More actions** menu, then click **Clone group**.
2. An information window recalls what's copied: **the clone only copies the name, company and client list. Past sessions, syntheses, notes and the group's memory are not copied.**
3. Confirm with **Clone group**. The new group takes the original name followed by "(copy)".

Like creation, cloning is part of group sessions: it's locked (lock icon) outside the Professional plan.

# Delete a group

1. Open the group's page, go to the **Settings** tab, then to the deletion zone.
2. Click **Permanently delete** and confirm.

||| Deleting a group is irreversible. Member client records and the history of past sessions are kept — only the link to the group is removed, along with the group's collective memory.

# Related articles
- Understanding groups and companies
- Create and manage a company