How to create a customer category

Creating a customer category

Customer categories let you differentiate pricing and booking benefits based on group membership or membership type.

How to create

1. Go to Administration > Customer categories.
2. Click Add.
3. Enter a name for the category (e.g. “Senior member”, “Junior”, “Corporate”).
4. Configure the category settings:
   • Online selectable – if checked, customers can select this category during online booking to get the associated price.
   • Force use category price – if checked, the category price always applies, overriding other pricing rules.
   • Days bookable in advance – optionally grant extended booking. Customers in this category can book further ahead than the venue default.
5. Define the conditions for who belongs to this category:
   • Group condition – select one or more groups. Customers in those groups qualify for this category.
   • Membership type condition – select one or more membership types. Customers with those active memberships qualify.
6. Click Save.

Editing a category

1. Go to Administration > Customer categories.
2. Click on the category name.
3. Update settings and conditions.
4. Click Save.

Deleting a category

Click on the category and then click Delete. This removes the category and any associated price list entries for this category.

Note: Default categories (created by the system) cannot be deleted.

Using categories in price lists

After creating a category, you can set different prices for it in your price lists. This allows members, juniors, seniors, or other customer groups to receive different booking rates.

Related to

• Customers