Clients & Groups

The core structure of all information within Xeppo is based on Clients and Groups.

A Client represents the consolidation each individual client entity that exists across all of your systems.

Groups is a consolidated view of select Clients. A client can only belong to one group.

Groups are built via our Grouping tools and are able to be changed at any time (by an administrator). See the Matching and Grouping overview for more information.

Group Dashboards & Widgets

Dashboards at Group level provide a consolidated view of all clients a part of that group.

For many practices this may be the first time you and your clients are able to understand real time what is happening at a consolidated level.