Create customer groups

To group customers, you will first have to create a group. This is done by selecting the Groups tab through SALES > Customers in the left menu of the back office. Click the green plus icon in the navigation at the top of the screen to create a new group. The next step is linking customers to a group. There are two ways to do this:

Adding customers to a group

  1. Go to SALES > Customers and select the Groups tab.
  2. Click the group you want to add customers to.
  3. Click the Customers tab at the right at the top of the screen.
  4. Add customers by clicking the green plus icon in the navigation at the top of the screen. A pop-up window with a drop-down menu opens, where your can add the customers in question one-by-one.

Adding groups to customers

  1. Go to SALES > Customers.
  2. Click the customer you want to add to (a) group(s).
  3. You will be taken to the General tab, where you can tick the check boxes of the group(s) you would like to add the customer in question to.

or:

  1. Go to SALES > Customers.
  2. Click the customer you want to add to (a) group(s).
  3. Click the Groups tab. Add a group by clicking the green plus icon in the navigation at the top of the screen. Repeat this process until you are done.
  4. A pop-up window with a drop-down menu opens, where your can add the groups in question one-by-one.
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