✨ Please note: The Customer Group feature is only available on the Standard Plan or above.
This article covers:
What is a Customer group?
Customer groups allow specific customers to access exclusive offers, such as Exclusive tickets. These groups are automatically created when a membership is set up and are populated with subscribers. You can also manually create a group and individually add customers to it.
Creating a Customer Group
Customer groups can also be created manually, allowing you to assign customers to the group. This enables them to access the group's offers without needing to make a payment.
To do this:
Select Packages & Discounts, then Customer groups from the left-hand menu on your account.
Select Create a new group:
Name the group under Group name and add a description of the group under Group description:
Once added, select Create to create the group.
Then, select Actions in the Customers section:
Then Add customers:
Type the email addresses for each of your customers in the Customer emails field, then select Add customers:
💡 You can return to this step anytime if you need to add more email addresses.
Once you've added your customers, they will appear within the group under Customers:
💡 Important notes:
This isn't necessary if you plan on offering memberships, as the membership will automatically create a corresponding group when a customer joins.
First, you'll need to create a membership to process membership payments. Customers then need to purchase this membership to be added automatically to the customer group.
Adding a Customer Group Offer
Once you've created your customer group and added all relevant members, you can then create the 'offer'. To do this:
Select Packages & Discounts, then Customer groups from the left-hand menu on your account.
Select the group from the list to open the settings.
Under Offers, select Add offer, then Create:
Once you've created your offer, select Edit offer to set your restrictions:
The first setting option is Offer enabled; meaning is this exclusive ticket offer active:
Under Restrictions, you can specify who can use the offer:
Personal use only: Only the membership owner can book this exclusive ticket.
Allow additional attendees: This allows the membership owner to book multiple exclusive tickets, and you can set the maximum number. This is useful for friends and family memberships:
Finally, confirm Restrict number of uses, where you can:
Set how many exclusive tickets can be booked under How many uses are allowed?, and
Whether this is a recurring Ongoing offer.
If this is ongoing, you can also set How long is a usage period? This will be the period where the offer resets.
For example, ten exclusive tickets per month:
For a monthly membership with unlimited access, leave the Restrict number of uses box unchecked.
Changing a customer group offer
To change the group offer, you will first need to delete the existing offer and then create a new one.
To do this:
Select Packages & Discounts, then Customer groups from the left-hand menu on your account.
Select the group from the list to open the settings.
Select the three dots next to the offer you wish to delete, then Delete offer:
Then follow the steps outlined in the previous section to create your new offer.
Exclusive tickets
If you have created exclusive tickets already on your entries, you can set which exclusive tickets are included in this customer group offer in the final offer section.
You can select either All exclusive tickets on that schedule page or Select individual tickets:
If you haven't created your exclusive tickets yet:
Open your Scheduling page.
Select the entry from your schedule list, then Edit entry:
Select the Tickets & Costs tab, tick the Exclusive ticket box option, and choose the customer group you want to assign to this exclusive ticket:
If a customer doesn't have an account
If a customer doesn't yet have an account and you've manually assigned them to a customer group, they'll need to:
Select Log in in the top right-hand corner of your public page
Select the Forgotten your password? link to create an account:
💡 To note: Customers must sign up with the same email address used when you assigned them to the group to be able to access the exclusive tickets.
Removing a customer from a group
💡 Please note: Removing someone from a customer group automatically cancels any bookings made with exclusive tickets after the removal date.
To remove a customer from a group where they've been manually added:
Select the three dots next to their name within the group, then Remove customer:
You will be presented with two options:
Remove immediately: Remove a customer immediately.
Remove at a selected time: Schedule a customer removal for a specific date (and time):
If a customer has an active membership via Stripe, the only way to remove them is by cancelling their subscription.
Bookwhen cancellation: The customer will remain in the group until the end of their paid usage period.
Stripe cancellation: This will result in an immediate cancellation and removal from the customer group.
💬 Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
Or send us an email
Thank you! 🕺
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