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Creating a Customer and Customer Group
You can grow your business by fostering customer loyalty.
How to Add a Customer
How to Create a Custer Group
How to Add a Customer to a Loyal Group
Go to Customers, then click the ADD CUSTOMER button.
Fill up all fields as much as possible.
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:
Note: You can group customers into membership types where you can give discounts and points per purchase.
OTHERS:
Once done, click the Save button.
All saved customers will be displayed under the Customers tab.
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:
Go to Customers. Then under the Memberships tab, click ADD GROUP button.
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.
You can also edit the Points Conversion section if you would like to give points as a reward per purchase.
Click SAVE button to add the new group and view it under Memberships tab.
You can add customers into loyalty groups so you can give them discounts and points for every purchase. Here's how:
Go to Customers. Under the Memberships tab, click on a Customer group to open it.
Search for the name of the customer and press enter to display it on the list.
Once you have added the customers, click the SAVE button to save.
You can also view how many members are inside of the group.
Last modified 9mo ago