1. Customers
  2. How To Manage Customer Groups

How To Manage Customer Groups

1. Introduction
2. Add Customer Group
3. Edit Customer Group
4. Delete Customer Group
5. Set As Default Customer Group

1. Introduction

Customer Group enables you to categorize your customer into different groups.


2. Add Customer Group

Step 1: Go to Customers > Customer Group on the sidebar menu.

Step 2: Click on the + New Group button to add a new customer group.

Step 3: Fill in the Customer Group Name > as for the Description, it is optional to fill up for your reference only > Save.

📌Note: Maximum can add up to 10 Customer Groups.


3. Edit Customer Group

Step 1: From the Customer Groups page > click the name of the customer group to edit.

Step 2: Edit the details of the existing customer group > Save.


4. Delete Customer Group

Step 1: From the Customer Groups page, select the customer group > click on the Delete icon.

Step 2: Click Yes, Confirm to remove the selected customer groups.


5. Set As Default Customer Group

Step 1: Select the Customer Group and Set As Default.

Step 2: When customers registered an account, they will be auto-assigned with the Default customer group.

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