How to Create and Use Customer Groups

Creating and using customer groups is a great way to round up a specific selection of customers.

You can use customer groups to apply a discount to a selection of your customers or to make certain products exclusive to that group. Check out our articles on discounts and exclusive products to learn more!

How to Create a Customer Group

1. To create a customer group, navigate to Sales > Customer Groups.
2. Select the blue New Customer Group button to the right of your screen.
3. Name your customer group and choose your customers.

How to Use Customer Groups

There are a number of ways to use customer groups. You can use them for discounts or to assign exclusive products to a customer group. 

Discounts

Check our article on discounts to get started! Once you have the hang of the basics, you can select your optional conditions to apply the discount to your chosen customer group.

Exclusive Products

Check out our article on exclusive products to get started!  You can make products exclusive to individual customers or customer groups.