In WHMCS, client groups are used to categorize and manage clients based on specific criteria. They allow you to apply different settings, pricing, and permissions to different groups of clients. Here's how you can work with client groups:

Creating Client Groups:

1. Log into WHMCS:

   Access your WHMCS admin panel using your administrator credentials.

2. Navigate to Client Groups:

   • Go to "Setup" > "Client Groups."

3. Create a New Client Group:

   • Click on the "Create New Group" button.

4. Fill in Group Details:

   • Provide a name for the new group.
   • Set the group's color (optional, for visual differentiation).
   • Configure other settings like credit limit, automatic suspension, etc.

5. Save Changes:

   • Click the "Save Changes" button to create the new client group.

Assigning Clients to Groups:

1. Edit a Client's Profile:

   • Locate the client you want to assign to a specific group.
   • Click on the client's name to access their profile.

2. Change Client Group:

   • In the client's profile, find the "Client Group" dropdown menu.
   • Select the desired group from the list.

3. Save Changes:

   • Click the "Save Changes" button to apply the new client group.

Setting Group-Specific Pricing:

1. Navigate to Products/Services:

   • Go to "Setup" > "Products/Services."

2. Edit a Product/Service:

   • Locate the product or service you want to assign group-specific pricing to.
   • Click on the product name to edit its details.

3. Pricing Tab:

   • In the product's details, go to the "Pricing" tab.

4. Client Group Pricing:

   • Scroll down to the "Client Group Pricing" section.
   • Set different prices for different client groups.

5. Save Changes:

   • Click the "Save Changes" button to apply the new pricing.

Using Client Groups for Permissions:

You can also set permissions specific to client groups, allowing or restricting certain actions or access levels.

1. Navigate to Admin Roles:

   • Go to "Setup" > "Staff Management" > "Administrator Roles."

2. Edit Role Permissions:

   • Click on an administrator role to edit its permissions.

3. Client Group Permissions:

   • Scroll down to the "Client Groups" section to set permissions specific to client groups.

4. Save Changes:

   • Click the "Save Changes" button to apply the new permissions.

Client groups provide a powerful way to categorize and manage clients based on various criteria, and they can be used to customize pricing, access levels, and settings to better suit the needs of different client segments.