Customer Groups

Overview

Customer groups let you group customers under a group name — for example “Special Customers” or “Company Customers” who order regularly. Create a group and add customers to it, so you can recognize and target them together.

Requirements

Permission to view customer groups

Steps

Open Customer Groups

Open Customer Groups from the POS Admin sidebar.

The Customer Groups list — All customer groups.

Add a group

Click the Add New Group button.

Name the group and add customers

Enter a name for the group, such as “Special Customers” or “Company Customers”, then add the customers you want in the group.

You can only add existing customers — create them from the POS App or Inframodern first.

Naming the group and adding customers — Name the group and add customers.

Create

Click the Create button to create the group.

Notes

A customer can be added to or removed from a group at any time.

Troubleshooting

Can’t add a customer to a group? Confirm the customer exists and that you have permission to view customer groups.

Customers