Client Groups

Client groups allow you to manage group discounts for clients. You can create a group with a specified fixed discount and add clients matching a certain category to it.

You can go to the Client Groups tab by selecting the Client section from the menu and clicking on the Groups tab. 

Creating and editing the client group

Creating the client group:

1. Click on the Create group button in the upper right corner.
2. Fill in:
   • Title (maximum 16 Unicode characters);
   • Discount value in percent (from 0 to 100%).
     
     

Editing the client group:

1. Double click with the left mouse button on the client group or right click on it and select Edit.
2. Change the title and/or the discount value.

Deleting the client group:

1. Remove all clients from the client group (you can sort the clients by the groups they are in).
2. Right click on the client group and select Delete.

Adding and removing the clients

To edit the client group composition, go to the Clients tab:

1. Select the clients in the left column.
2. Click on add or remove clients from the group.
3. If you add the clients to the group, select one of the existing groups.

You can also edit the clients one at a time by right clicking on them.

IMPORTANT NOTICE!

• The client can be a member of only one group, when a new group is selected, the previous one is replaced.
• Personal and group discounts do not stack, the highest discount will be applied.