How do I create a Customer Segment?
A Customer Segment allows you to create a group of Customers and apply certain online booking criteria to those Customers only
Customer Segment settings override all other system settings
To create a Customer Segment click Customers > Segments then Add Segment:
| Field | Description |
| Name | Enter a name for the Segment. This name will be displayed in expanded view areas (such as the Customer profile) |
| Short Name | Enter an abbreviated name for the Segment. This name will be displayed in constrained view areas (such as the Customer list) |
| Colour | Select a colour of the label used to display the name |
| Online Payment Capture Required | If you would like this Segment to override global online booking card capture settings: System Default: Use the card capture settings from the main Online Booking Preferences Required: Force card capture to be required regardless of global setting Not Required: Force card capture to be not required regardless of global setting For more information on capturing customers credit cards during payments made online see How do I store and charge customer credit cards? |
| Online Payment Deposit Required | If you would like this Segment to override global online booking deposit settings enter a value as per below: Blank: Use the deposit settings from the main Online Booking Preferences 0 value: Disable deposit regardless of global setting 1-100 (%) value: Force deposit override of global setting with nominated value For more information on taking deposits and payments online see How do I take deposits and payments online? |
| Online Booking Allowed | Select if online booking is Allowed or Not Allowed for Customers in this Segment |
Click Save when finished
To place a Customer into a Customer Segment, click Customers > List then Edit by the Customers name and select the Segments tab (only visible if at least one Segment has been created)
Select the Segment/s you wish this Customer to be a included in, then click Save
One customer may be a part of multiple Customer Segments