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Client Groups
Overview
Segment customers into groups for targeted pricing, loyalty tiers, credit limits, and marketing campaigns. A client can belong to multiple groups.
Step-by-Step Guide
1
Create Group
Clients → Groups → New. Name (e.g. "Gold Tier", "Wholesale", "Restaurants"), description, color tag.
2
Group-Level Pricing
Optional: set discount % or fixed price overrides for products. Members of the group see the group price at POS + invoicing.
3
Group-Level Credit
Optional: set default credit limit per group. New members inherit it; manual override per client still works.
4
Add Members
From the group, + Add Clients. Bulk-select from a search-filtered list.
5
Target with Campaigns
Marketing → Campaigns. Pick a client group as the audience for an email/SMS/WhatsApp campaign.
Tips & Best Practices
Tip: For B2B wholesale: a "Wholesale" group with group-pricing means the cashier doesn't need to know the right price — POS shows the right number automatically.
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