Manage customer groups

A customer group sets what everyone in it pays and whether they earn points. Move one customer from their profile, or several at once from the list.

Move a customer to another group

1. Find the customer and click their name.

2. On General, pick the new Group. Leave Price Tier on Customer Group Default so the group’s pricing applies.

   

3. Click Save Changes.

Move several customers at once

1. In Customers, search or use the filters so the list shows the customers you want.

2. Tick each one in the last column. The box in the header ticks the whole page.

3. Click Update 1 item (the number counts your ticks), then Group.

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4. Pick the group in Select Group and click Update.

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Change what a group does

1. In the menu, under Customers, click Customer Settings. It opens on Customer Groups.

2. Click the group’s name, or Add Customer Group for a new one.

3. Set what the group controls:

   • Price Tier: the pricing everyone in the group gets, unless their own Price Tier is set to something other than Customer Group Default.
   • Reward type: Points if the group earns loyalty points. Left blank, their points total stays at 0.
   • Price 1 or Price 2: Price 2 charges each product’s Price 2 where it has one. You’ll only see these if your stores use two prices.
   • Show in POS (create new customer): staff can pick this group when they add a customer at the register.

   

4. Click Save changes.

To put a sale on for some groups only, tick them under Customer Groups on the discount schedule.

Good to know

• Leave Apply to all pages off. Tick the customers you want on each page instead.
• Changing the customer on a POS sale to someone in another group clears any discount you typed in by hand. Add it again if it still applies.
• A customer’s own Price Tier on General beats their group’s.