Customer groups are a way to subset your customers into specific groups that may get discounts or group-specific pricing. Employees, friends and family, and first responders are all examples of customer groups. These groups can also be helpful when analyzing sales reports to make data-driven decisions.
Add a Customer Group
On the top of the page, select Customers from the pop-out menu to the right of the Flowhub Leaf.
Select the Groups tab across the purple bar at the top of the screen
Select New Group in the upper right corner
Enter the Name of the Group and a description.
Select ‘Save’ at the top of the page.
Once a group is created, establish customers for that group and make deals for those specific groups.
Some popular Groups are:
Employees
Veterans
Locals
VIP Members
Industry Workers
Neighbors
Etc.
Note: Customer groups are not meant to handle Medical or Recreational significance because that is managed by the type of customer you add into the system
Bulk Add or Remove Customers from Groups
Edit multiple customers at once and apply bulk actions to manage group membership. Associating a customer to a "Customer Groups" allows your dispensary to "tag" a customer to be apart of a group, which can be used for deals or to market to this customer in the future.
Go to the Customers tab
Select multiple customers from the list
Click Manage Groups
Choose Add to Groups or Remove from Groups, then select the group(s) you want
You can also bulk manage members from within the Groups themselves.
Go to the any Group in your list
Tap View Customers
Select multiple customers from the list
Click Manage Groups
Choose Add to Groups or Remove from Groups, then select the group(s) you want