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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. Go to Bookly menu > Settings > Customer Groups and enable the customer groups.

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

customer-groups-01.png

4. Click Edit button to edit the group details.

customer-groups-02.png

5. 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

6. 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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5 Comments

  • Avatar
    yiap

    Hi,

    Does this link with the Wordpress registered user database?
    Which will autofill the customer details and apply the correct group and discounts when the registered Wordpress user login?

    Regards

  • Avatar
    Support Team

    Hi, if you enable one setting, customers will have new WP user accounts when they book an appointment, or if they are logged in, a customer will be automatically with their WP user account.

    In case the customer is logged in - discounts will be applied.

  • Avatar
    T Horejsi

    Hi, there is a total fail with. I thought there status Pending not blocking the time in callendar. Just I bought the Customer Group plugin to not block our callendar by people in Black List but people blocked by Black List set on Pending status take the time in calendar anyway. So can you just do something with that Pendind status to not take place in calendar, please?

  • Avatar
    Support Team

    Hi, the pending and approved statuses are for management purposes. Though, even if the appointment has a pending status, you can consider it to be successfully booked. Currently, there's no option to set the pending status to not occupy the booked time slot.

  • Avatar
    T Horejsi

    Hi, so the example of Customer Group as a Black List is just useless as I really expected to avoid bookings from Black listed customers. Please add this option to the following update. Thx.

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