How To Add A Customer To A Customer Group
If you would like to create a New Customer Group to assign customers to, please follow the steps in this article:
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Configure at the bottom left hand side of the page.
PLEASE NOTE: if you're unable to see the 'Configure' link, please see the following: https://help.tablepath.com/article/320-configure-link-missing
- 3
- Click on Customer Groups, under the header ' Other'.
Quick Link: To go directly to the 'Customer Groups' page, please click here:
https://manage.tablepath.com/admin/configure/customer-groups
- 4
- Click on ' + Add Group'.
- 5
- Add a ' *Title' to your new customer group, and a ' Description' should you wish.
- 6
- Select a ' *Colour' for the new customer group.
- 7
- Enter the ' *Priority' - This number will rank the priority of this group, with 1 being the highest. Then, click on ' Add New Customer Group', to save your new settings.
How To Add A Customer To Customer Group
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Reservations.
Quick Link: To go directly to the 'Reservations' page, please click here:
- 3
- Double click on the reservation to open up the reservation pop-up window.
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- Click on the ' CUSTOMER' tab.
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- Scroll down to ' Groups' and select the group you wish to apply to the customer.
- 6
- Click ' Save' to save the new customer group for this reservation.
How To Add A Customer To Customer Group - An Alternative Way
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Configure at the bottom left hand side of the page.
- 3
- Click on Customer Groups, under the header ' Other'.
Quick Link: To go directly to the 'Customer Groups' page, please click here:
https://manage.tablepath.com/admin/configure/customer-groups
- 4
- Next to the customer group you wish to add a customer(s) to, click on ' Customers >>'.
- 5
- Click on ' + Add Customer'.
- 6
- Select the ' Customer' from the dropdown and then click ' Add New Group Customer' to save.
