Client & Group Types

The Client & Group Types page lets you define the categories of clients and groups your organisation manages.

Navigation: Administration → General Setup → Client & Group Types

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
Client And Group Types	Administration -> General Setup -> Client And Group Types	Define classifications, age limits, group-size rules, and behavior used during party creation.
Individual Clients	Parties -> Individual Clients	Select a client type when registering a person.
Groups	Parties -> Groups	Select a group type and enforce group-specific member rules.
Custom Fields	Administration -> General Setup -> Custom Fields	Attach additional required fields to specific client or group types where needed.
Loan Products	Loans -> Setup -> Products	Use client or group type rules in borrower eligibility where configured.

Client Types

Client types classify the individuals or entities your organisation serves. Common examples:

Client Type	Description
Individual	A natural person (member, customer)
Member	A SACCO or cooperative member
Corporate	A registered business entity
Joint	A jointly held account holder

Creating a Client Type

1. Click Create on the Client Types section
2. Fill in the form:

Field	Description
Type Name	The name of the client category (e.g., "Member")
Description	Optional description of this type
Minimum Age	Minimum age requirement for clients of this type
Can Have Guarantors	Whether clients of this type can act as or have guarantors

The Minimum Age and Can Have Guarantors fields affect downstream eligibility checks for accounts, lending, guarantor selection, and policy review.

3. Submit the form

How Client Types Are Used

• When creating a new client, you select their type
• Client types can have different custom field requirements
• Reports can be filtered by client type
• Loan product eligibility may be restricted to certain client types

Group Types

Group types define the categories of groups in your organisation. Groups are collections of clients that share a common bond.

Group Type	Description
Solidarity Group	A group where members guarantee each other's loans
Village Savings	A community savings group
Self-Help Group	An autonomous group for mutual aid

Creating a Group Type

1. Click Create on the Group Types section
2. Fill in the form:

Field	Description
Type Name	The name of the group category
Description	Optional description
Minimum Members	Minimum number of members required
Maximum Members	Maximum number of members allowed

3. Submit the form

Next Steps

• Templates — Set up document and communication templates
• Clients & Groups — Start creating clients using these types