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Customer Groups Add-on

With this add-on, you can create and manage Customer Groups for different administration purposes. Arrange your customer list by type for advanced sorting, offering promotions to certain clients, or setting particular limitations.

Get the Customer Groups Add-on here.

You can determine shared settings for each customer group and sort customers into different categories based on their loyalty, the frequency of appointments, provided information, interests, etc.

Features:

  • Share similar settings between several customers
  • Offer promotions to particular clients
  • Set the service visibility based on a customer group
  • Create as many groups as needed

 Setup and configuration

1. Purchase, download and activate add-on in Plugins.

2. To create a new customer group, click on New Group in Bookly menu > Customer Groups. Fill out the details.

customer-groups-01.png

3. Click Edit button to edit the group details.

customer-groups-02.png

4. To assign a customer to a group, go to Bookly menu > Customers, click Edit, and select a group from the drop-down menu.

customer-groups-04.png

5. If needed, set the service visibility based on a group a customer belongs to, in Services > Visibility. According to these settings, the service will be visible only to customers from the selected group.

Note that this feature works only for users who are authorized in WordPress.

customer-groups-03.png

 Note that group discount and default appointment status depend on the details that customer entered in a booking form. These settings will also be applied to non-logged in WordPress users.

By default, all new customers have no group.

 

Try this demo to get a better understanding of how the Customer Groups add-on works.

Customer Groups add-on is available for purchase here.

If you wish you can join a community of translators who help us in Bookly localization. Join translation of Bookly and help us become closer and speak with you in your native language. Read more here.

 

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1 Comments

  • Avatar
    T Horejsi

    Hi, so as I can see you broght a new addon called Custom Statuses Add-on. So will Cutomers Groups working with Custom Statuses Add-on or does it work already? So I can make groups with a different statuses?

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