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# The group record in detail

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

The group record mirrors the client record, at the scale of the group: it gathers the group's follow-up, its sessions, its memory, your notes and its list of clients. It's your starting point before and after each group session.

# Understanding how the record is organized

The record is made of a **header** (identity and main actions) followed by seven **tabs**. Each client in the group also keeps their own **record and individual memory** — the group organizes the sessions, it never merges the histories.

# The header

Here you find the group's avatar and name, the attached company, a **client counter** (clickable, it opens the Clients tab), the number of sessions completed and the coaching start date, along with the actions:

- **New session** — schedules a group session with this group preselected. Reserved for the **Professional plan** (lock icon otherwise, which opens an upgrade window).
- **More actions** (menu) — gives access to **Edit**, **Clone group** and **Delete group**.

# The tabs

The seven tabs are directly linkable (`?tab=`), with the **Overview** tab opening by default.

- **Overview** — the essentials at a glance: the next session (with **Open**, **Edit**, **Cancel**), the last summary, the group's open tasks, the statistics (sessions completed, cadence, clients, active objectives) and a **Schedule a session** button.
- **Trajectory** — the group's progress across sessions and its objectives.
- **Memory** — the next group session's briefing, the **Memory Chat exchanges** (the group's latest conversations, favorites first, with an **Ask about this group** button), the summaries of past sessions (group level only), and an **Explore this memory** invitation that disappears as soon as a conversation exists.
- **Sessions** — the full history of the group's sessions.
- **Notes** — your private notes at the group level, visible to you only (they aren't tied to a session in v1).
- **Clients** — the group's roster. You can **Add** clients or **remove** one (a confirmation appears), and manage the **Occasional guests** section for one-off attendees. Each client keeps their own record and individual memory.
- **Settings** — the group's name, the **Coaching start date** and the danger zone **Delete this group**.

There is **no Consent tab** on the group record: in group work, consent stays **individual** and is managed on each client's record.

|| The participant list is **frozen for each session**: adding or removing a client from the group only affects **upcoming sessions**. After a roster change, an **"Apply to upcoming sessions"** dialog lets you propagate the adjustment.

# Deleting a group

From the **Settings** tab, the danger zone offers **Delete this group**. A **Delete permanently** confirmation is requested before the action.

||| Deleting a group is **permanent**. Sessions already held and client records stay intact, but the group and its organization disappear — this action can't be undone.

| 💡 **Tip:** use **Clone group** to start from an existing roster when you run a new cohort with similar participants.

# Related articles
- Understanding groups and companies
- Organizing a group session
- Create and manage a group