How to create Account Groups

This section allows you to create account groups. If you have a Nursing Home account set up, for example, you can link every patient within this nursing home to the appropriate Group Account.

• To create the Group account, select the 'Config' tile from the back office home screen

• Select 'Group Accounts' from the side bar

• Click

• Enter the 'Group Name'

• Select 'Type':

  • Account
  • Loyalty

• For the Loyalty type you can set a Loyalty Point Multiplier so if a customer is part of a group, they can earn more (or less) points than a customer who is not in the group.

• You can set up as many groups as you like but a customer can only be part of one group.

• Click

How to assign Customer Accounts/Loyalty Accounts to a Group Account

• From the back office home screen select Accounts

• 'Customer Accounts' are displayed

• Click on the Pencil icon beside the account you with to assign the group to

• Using the 'Group' dropdown - select the Group you wish to assign the account to

• Click

How to assign to a Loyalty Account

• From the back office home screen select Accounts

• Select 'Loyalty Accounts'

• Click on the pencil icon beside the Loyalty account you with to assign the group to

• Using the 'Account Group' dropdown select the Group you wish to assign the loyalty account to

• Click