Creating a Group / Business

To create a Group or Business in TM3 (Web) select the Contacts area of TM3

Fig 1 - Contacts Desktop

To the right side you will have an Add New button. clicking this will allow you to create a Business / Group.

Fig 2 - Add new Contact

Complete the details as needed;  The name should have some resemblance to the Pronto group.  For example, for BUPA Self Pay creating a Group / Business of the same name is optimal.

Fig 3 - New Business

If you need to create new charges for this Business / Group see below;

Create a Stock Item