Use Customer Types to organise customers into meaningful categories that reflect how they engage with your service—whether by booking style, account type, or frequency. This helps you tailor communication, streamline management, and apply consistent rules across your system.
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To create Customer Types go to Settings > Customization.
Then click Customer Types from the left side menu.
Add Customer Type
To add a new Customer Type click on the button top right.
Name - Defines how the Customer Type will be labelled and displayed throughout the system. This is the title used to identify and group customers under a specific type.
TIP: The system supports tiered customer categorisation based on monetary value, for example; Standard (ad-hoc engagement), Regular (frequent engagement), and VIP (high engagement ). This feature allows for customised pricing and deposit requirements per tier.
Required Payments - Sets the monetary threshold a customer must exceed for the system to automatically upgrade their Customer Type to a higher tier.
Use Default - Select this option to automatically assign this Customer Type to all new customers created in the system, including those registering via the customer portal.
Use Auto - Select to activate the Required Payments rule, allowing automatic upgrades to Customer Type based on payment thresholds.
Once edited press the button.
Customer Type Overview Table
After a new Customer Type is created, it appears in the table on the Overview Panel. From here, you can quickly manage the settings for each individual Type, including editing the Name and Required Payments amount, and enabling or disabling options for, setting to Default and Auto.
A count is displayed for each Customer Type, showing how many Customers are associated with it. This count will also include inactive Customers.
To edit a Customer Type click on the button at the end of each line entry.
To delete a Customer Type click on the arrow next to Edit.
Additional Features
Customer Types Auto Enable - Activate this setting to apply Required Payments logic across all Customer Types. When enabled, the system will automatically evaluate and upgrade customer tiers based on configured thresholds
Customer Type Required Payment Period - Enter how many days a customer has to meet the required spend to stay in their current tier. If they don’t, their Customer Type will be downgraded.
| Summary; To automate Customer Type upgrades based on payment thresholds, enable Customer Types Auto Enable. Then, for each Customer Type, use Required Payments to set the minimum spend required for upgrade, and activate Use Auto to apply the rule. When all three are configured, the system will automatically promote customers to the appropriate tier once their payments exceed the defined threshold, and will revert them to a lower tier if the threshold isn’t maintained within the Customer Type Required Payment Period |
Once edited press the button.
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