# Creating a Customer and Customer Group {% tabs %} {% tab title="How to Add a Customer" %} ### **Step 1:** Go to Customers, then click the **ADD CUSTOMER** button.

### Step 2: Fill up all fields as much as possible. #### PROFILE:

**IMPORTANT NOTE: Only First Name and Last Name are required fields. The others are optional, so you can already save the customer record after typing the name.**

**CONTACT DETAILS:**

**HOME ADDRESS**:

**COMPANY INFO**:

**MEMBERSHIP**:

**OTHERS**:

### Step 3: Once done, click the **Save** button.

### Step 4: All saved customers will be displayed under the **Customers** tab.

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####
{% endtab %} {% tab title="How to Create a Custer Group" %} You can group customers into membership types so you can give discounts and points for each purchase. Here are the steps to add membership type: ### Step 1: Go to **Customers**. Then under the **Memberships** tab, click **ADD GROUP** button.

### Step 2: Fill up the **Membership Details** first. You can input any preferred Group Name. You can also leave the discount to 0% if you do not want to give an auto-discount for this membership.

### Step 3: You can also edit the Points Conversion section if you would like to give points as a reward per purchase.

### Step 4: Click **SAVE** button to add the new group and view it under **Memberships** tab.

{% endtab %} {% tab title="How to Add a Customer to a Loyal Group" %} You can add customers into loyalty groups so you can give them discounts and points for every purchase. Here's how: ### Step 1: Go to **Customers**. Under the **Memberships** tab, click on a **Customer group** to open it.

### Step 2: Search for the name of the customer and press **enter** to display it on the list.

### Step 3: Once you have added the customers, click the **SAVE** button to save. ### Step 4: You can also view how many members are inside of the group.

{% endtab %} {% endtabs %}