What this page is for
This page adds a customer group, or renames one that is live. A retired group cannot be renamed; reactivate it on Customer groups first.
Only people whose role can manage customers see this page.
Fields
Name
What the group is called on the customer form and the price list screens. No two live groups may share a name; a retired group's name is free to use again.
Example: Staff
How to…
How to add a group
- On Customers and loyalty → Customer groups, press New customer group.
- Type the Name.
- Press Add group.
How to rename a group
Open it, change the Name, and press Save changes.
Worked examples
Restaurant and bar
The Acacia Grill & Bar adds Corporate for the firms that run monthly tabs, then assigns it a price list under Price lists.