Customer groups

A customer group is a named list of customers, such as wholesale buyers or club members. A discount can target a group instead of naming every customer one by one. The page describes groups as "Manual segments of your customer directory."

Who can do this: groups use the customer permissions. The Administrator and staff with the Admin role can do everything. Store Admin can create and edit groups but not delete them. Cashier can view them. Customer groups are a plan feature (see the badge above).

Before you start#

• Your plan must include customer groups. If it does not, Customer groups in the Customers page menu asks you to upgrade.
• Open Customers, click the More actions menu, and choose Customer groups.

Create a group#

1. Click New group.
2. Enter a Group name. It must be unique in your business.
3. Add a Description if you like.
4. Use Search customers to find people and add them as members.
5. Click Create group. You see Customer group created.

To change a group, click Edit on its row, make your changes, and click Save group.

Fields#

Concept: how a discount uses a group#

In a discount's Customer eligibility, choose Customer groups and pick one or more groups. A customer can use the discount if they belong to any of the chosen groups.

To change who gets the discount later, edit the group, not the discount. Add a customer to the group and every discount aimed at that group applies to them at their next checkout.

A customer can belong to any number of groups. The customer list shows each customer's groups.

Behind the scenes#

• Groups are lists you build by hand. There are no automatic groups based on rules such as "spent more than a set amount".
• Deleting a customer removes them from every group.
• Deleting a group never changes the customers in it.

Watch out#

Troubleshooting#

Related pages#

Rules and scheduling · Managing customers · Plan capabilities