Create Group

Creating a Group Chat

Start a group conversation with multiple team members or event volunteers. This is perfect for coordinating vendors, managing guest list reviews, or keeping your event planning team aligned.

Prerequisites

Before you start, you’ll need to be part of a workspace (your event or community). Your workspace must have at least one other member to add to the group.

Step 1: Enter the Group Creation Screen

How to get there: Open the Connect tab > Chat section > tap + New Chat > select Create Group

1. Navigate to the Connect tab at the bottom of your app
2. Find the Chat section
3. Look for the + New Chat button or option
4. Select Create Group from the menu

The group creation screen opens with fields for your group name and member selection.

Step 2: Name Your Group

1. In the Group Name field, enter a descriptive name (e.g., “Wedding Vendor Coordination”, “Diwali Party Planning”, “Guest List Reviewers”)
2. Tap elsewhere to move to the next field

Naming Your Group

Use clear, specific names that tell members what the group is about. Example: “Catering + Decor Team” is better than “Team A”. This helps everyone find the right conversation later.

Step 3: Search and Add Members

1. In the Search members… field, start typing a person’s name
2. The member list filters automatically as you type
3. Tap on a member’s name or the checkbox next to their name to select them
4. Selected members appear as chips (removable tags) at the top

Quick Selection

You can add or remove members multiple times before creating the group. Click the × on a chip to quickly remove someone without re-searching.

Step 4: Create the Group

1. Review your selected members - they display as chips above the member list
2. Once you’ve selected at least one member, tap the Create Group button at the bottom
3. A loading spinner appears while the group is being created
4. You’re automatically added to the new group and the chat opens

Next Best Action

After creating your group, most organizers:

• Start coordinating: Send an initial message explaining the group’s purpose
• Invite key people: If you missed anyone, you can add members later in the group settings
• Pin important messages: Highlight critical deadlines or vendor contacts

Field Reference

Field	Description	Required
Group Name	A clear, descriptive title for your group (e.g., “Wedding Catering Team”)	Yes
Search members	Filter workspace members by name to find and add them	No
Members selection	Checkbox next to each member’s name; at least one required	Yes (min. 1)

What to Do Next

Your Situation	Recommended Next Step
You added the wrong person	Remove them from the group in settings and add the correct contact
Need to add someone later	Open the group > tap settings > Add Members
Want to customize group settings	Tap the group name at the top > Group Settings
Ready to coordinate tasks	Use the group chat to share vendor details, deadlines, or guest list updates

Group Members

All members of your workspace can be added to groups. If someone isn’t showing up in the search, they may not be a member of your workspace yet - ask your workspace admin to invite them.

Common Issues

“Select at least one member”: You tried to create a group without adding any members. Go back and select at least one person from the member list by tapping their name or checkbox.

“Failed to create group”: A connection error or server issue occurred. Check your internet connection, go back, and try again. If the problem persists, contact support.

“Members not showing up in search”: The person may not be in your workspace yet. Confirm their name is spelled correctly, or ask your workspace admin to add them as a member first.

Group appears but I can’t type: You may not have permission to send messages in this group. Ask the group creator or workspace admin to check your role and permissions.

Related Articles

• Workspace Fundamentals - Understand workspaces, members, and permissions
• Direct Messaging - Start one-on-one conversations with team members
• Using Chat for Event Coordination - Tips for vendor and team communication
• Sending Bulk Invitations - Notify all group members at once