Customer groups allow you to assign a grouping or rewards scheme to particular customers.
There are two types of customer groups:
Standard customer groups: You assign these manually to a customer by selecting it from the Special Grouping menu on their profile.
For example, you could create a customer group for veterans.
Rewards customer groups: These are automatically applied to and removed from a patient based on their activity.
For example, you could create a rewards group that offers a discount to patients after they make three visits to your retail facility within 30 days.
Note: If you choose to use rewards groups, keep in mind that a patient can only have one rewards group assigned to them at a time. If a patient is eligible to be in more than one group, the system will select the group that offers the greatest discount. Automatic group assignments are performed at each completion of an order.
To Create a Customer Group:
Open the App Drawer and click Facility Settings.
Click Customer Groups.
Click Create Customer Group.
Enter the general information about the customer group:
In the Group Name field, enter a unique name for the customer group, such as "seniors" or "frequent buyer".
In the Standard % Of Base Price field, enter the percentage of the full price. This is the amount that will prepopulate if you add the customer group to a pricing class. Customers who are part of this group will not get the discount unless they are part of the pricing class assigned to the product they are buying.
For example, for a 10% discount, enter "90".
If the customer group is a rewards group:
Select the Is a rewards group? checkbox to enable to criteria fields.
Set the eligibility criteria using the fields provided. There are three criteria you can specify. A customer will be eligible for the rewards group if they meet all the criteria that have non-zero values.
Number of Visits Within Number of Days: Each time an order is completed for a customer, it counts as a visit. If their visit count meets the required number of visits specified here, this criteria is satisfied. However, each time a customer visits, the system starts to keep track of the number of days that passed since then. When the number of days that passed is greater than the number specified here, the visit is removed from their visit count for this rewards group, and if their visit count falls below the required number, this criteria will no longer be satisfied.
Minimum Lifetime Points To Qualify: This criteria is satisfied once the customer acquires the number of lifetime points specified here.
Minimum Lifetime Spend to Qualify: This criteria is satisfied once the customer spends the amount of money specified here.
Click Save to create the customer group.
If the customer group is a rewards group, the Assign Rewards Group window will appear.
If you click Yes, then the system will assign this rewards group to all qualified patients. (However, if they are already part of another existing group that offers them a greater discount, they will not be assigned to this one.)
If the customer group is a standard group, you must manually assign patients to this group by selecting it from the Special Grouping menu on their profile.