What are customer categories?
A customer category is a way to differentiate customers in your customer registry based on group membership or membership type. Categories are used to offer different prices and booking benefits.
What categories can do
- Special pricing – set different prices on bookings, activities, punch cards, and value cards via price lists.
- Extended booking window – allow certain customers to book further in advance than the default limit.
- Online visibility – categories can be shown to customers during online booking so they can select the correct pricing tier.
- Force category price – always apply the category price, overriding other pricing rules.
How categories work
A customer category is defined by one or both of:
- Group condition – the customer must belong to one or more specific groups.
- Membership type condition – the customer must have a specific active membership type.
When a customer meets the conditions of a category, they automatically receive the benefits associated with it (e.g. discounted prices or extended booking).
Creating a category
See How to create a customer category for step-by-step instructions.