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# Understanding groups and companies

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

Groups and companies help you structure your practice beyond one-to-one coaching: bringing several clients together for group sessions and gathering the clients of a single organization. Here's how the two ideas fit together.

# Groups and companies: two distinct uses

A **group** gathers several clients for your **group sessions** (workshops, peer coaching…). Once the group is created, you pick it when scheduling to prefill the participant list automatically — no need to re-enter them from one session to the next.

A **company** is your **B2B directory**: you attach the clients and groups of a single organization to keep the context of your engagements. It's the right place to find everything about a given client in one spot.

The two complement each other: a company sets the organizational frame, a group concretely organizes a group session. A group can be attached to a company, but it doesn't have to be.

| Each client keeps their own **record and individual memory**, even when they belong to a group. Group work organizes the sessions; it never merges the histories.

|| A **group session is never bookable online**: group types don't appear on your **Agenda › Public booking page**, which only offers your individual sessions. It's always **you** who schedules a group session, from the agenda or the group record.

# Where to find them

Everything lives on a single page, reachable from the **My groups** entry in the sidebar.

Two tabs split the page:

- **Groups** — the list of your client groups, with the name, the attached company and the number of clients.
- **Companies** — the list of your organizations, with the name, the location and the number of attached clients.

# What depends on your plan

**Group sessions** are reserved for the **Professional plan and above**. In practice:

- On **Starter** (or an expired trial), the **My groups** entry stays visible and you can **view** groups and their pages. However, **creating a group**, **scheduling a group session** and **cloning a group** show a **lock icon** and open an upgrade window when clicked.
- On **Professional and above**, all these actions are available.
- **Companies are unlimited**, whatever your plan: creating, editing and attaching them requires no upgrade.

|| A group can have at most 20 participants. Beyond that, add a second group.

| 💡 **Tip:** start by creating the company, then the group attached to it — you can also create the company on the fly from the group form if you prefer.

# Related articles
- Create and manage a group
- Create and manage a company
- The client record in detail