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:

https://manage.tablepath.com/admin/reservations

3
Double click on the reservation to open up the reservation pop-up window.
4
Click on the 'CUSTOMER' tab.

5
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.

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