Booking Customer Groups

Customer Groups segment Booking customers and can apply a shared discount rule to members.

Booking customer groups list

Customer Groups allow Booking customers to be organized so group-aware rules can be managed consistently.

What this feature is for

Customer Groups segment Booking customers and can apply a shared discount rule. They are best for stable business categories such as members, corporate customers or another repeat segment—not for a one-time promotion, which is better handled by a Coupon.

A practical way to use it

  1. Define what qualifies a customer for the group.
  2. Create the group and configure the supported discount rule.
  3. Assign customers who meet the rule.
  4. Test an appointment total for a group member before using the group broadly.

How it connects to other features

The group only affects customers assigned to it. Coupons are a separate code-based discount mechanism, and taxes/payment calculations occur later in the booking total flow.

What to expect after changes

Changing a group discount can affect future bookings for every member. Keep group eligibility consistent so staff can explain why two customers may receive different totals.

Where to find it

Open Booking → Customer Groups.

How customer groups affect bookings

A Customer Group is a reusable segment that can carry a shared discount. Assign customers deliberately: changing the group can change the discount context for future bookings, so do not use groups only as visual labels when no pricing difference is intended.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Group customers and apply group-level discounts.

Using the list page

ColumnUse
NameShows the record name.
DescriptionShows the record description/summary.
Discount TypeShows the discount type value recorded for each row.
Discount ValueShows the discount value value recorded for each row.
CustomersShows the customers value recorded for each row.
Is ActiveShows the is active value recorded for each row.
ActionsContains the management actions available for the record.

Field reference

Field / optionUse
NameThe human-readable name used to identify this record.
DescriptionLonger descriptive information for this record.
Discount TypeChooses how the discount is calculated.
Discount ValueSets the discount amount or percentage according to the selected type.
Is ActiveControls whether this record is treated as active.

Actions available

Booking Settings · Services · Appointments · Overview