Customer Groups

Creating customer groups will help you to categorize your customers and manage them more efficiently.

Create new group

To create a new customers group:

  • Login to admin panel
  • Go to Customers > All Groups
  • Tap on the Add Group button at the top right
  • Enter the group name
  • Select customers to include in the group (at least one) from the customer list, then tap the Save Group button
  • The added group will show up on the group list on All Groups page

Delete group

To delete a customer group:

  • Login to admin panel
  • Go to Customers > All Groups where group lists are present
  • Tap on the delete icon of the group which you want to delete and a warning message pops up.
  • In the popup, press Yes, Delete it! button

Edit group

You can rename a customer group or update customers in a customer group.

  • Login to admin panel
  • Go to Customers > All Groups where group lists are present
  • Tap on the edit icon of the group which you want to edit
  • In the pop-up screen, rename the group and select/deselect customers to be included in the group
  • Next, hit the Update button at the bottom
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